Morningstar Investment Services LLC VTI Holdings History
Morningstar Investment Services LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Morningstar Investment Services LLC held 281,306.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $77.31 Mil. This investment constitutes 14.16% of their stock portfolio, and Morningstar Investment Services LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then Morningstar Investment Services LLC has made 17 purchases of VTI, at an average price of $177.05, for a total of 7.92 Mil shares. In addition, there have been 18 sales at an average price of $247.11 for 7.64 Mil shares. Based on historical transaction data and VTI's current price of $303.78, Morningstar Investment Services LLC's estimated gain on his VTI holdings is $570.71 Mil, reflecting a 40.71% gain to date.
Morningstar Investment Services LLC VTI ($303.78) Holding Chart
Morningstar Investment Services LLC VTI ($303.78) 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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