NORTH STAR ASSET MANAGEMENT INC VTI Holdings History
NORTH STAR ASSET MANAGEMENT INC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, NORTH STAR ASSET MANAGEMENT INC held 176,216.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $48.43 Mil. This investment constitutes 2.29% of their stock portfolio, and NORTH STAR ASSET MANAGEMENT INC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then NORTH STAR ASSET MANAGEMENT INC has made 19 purchases of VTI, at an average price of $129.39, for a total of 229,531.00 shares. In addition, there have been 17 sales at an average price of $162.16 for 53,315.00 shares. Based on historical transaction data and VTI's current price of $309.09, NORTH STAR ASSET MANAGEMENT INC's estimated gain on his VTI holdings is $33.41 Mil, reflecting a 112.50% gain to date.
NORTH STAR ASSET MANAGEMENT INC VTI ($309.09) Holding Chart
NORTH STAR ASSET MANAGEMENT INC VTI ($309.09) 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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