Morningstar Income And Growth ETF Asset Allocation Portfolio VTI Holdings History
Morningstar Income and Growth ETF Asset Allocation Portfolio's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, ALPS Variable Investment Trust held 21,398.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.88 Mil. This investment constitutes 12.1% of their stock portfolio, and ALPS Variable Investment Trust now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q3. And since then Morningstar Income and Growth ETF Asset Allocation Portfolio has made 6 purchases of VTI, at an average price of $166.38, for a total of 47,682.00 shares. In addition, there have been 15 sales at an average price of $206.16 for 26,284.00 shares. Based on historical transaction data and VTI's current price of $299.71, Morningstar Income and Growth ETF Asset Allocation Portfolio's estimated gain on his VTI holdings is $3.90 Mil, reflecting a 49.15% gain to date.
Morningstar Income and Growth ETF Asset Allocation Portfolio VTI ($299.71) Holding Chart
Morningstar Income and Growth ETF Asset Allocation Portfolio VTI ($299.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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