NewSquare Capital LLC VTI Holdings History
NewSquare Capital LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, NewSquare Capital LLC held 368,824.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $99.05 Mil. This investment constitutes 8.07% of their stock portfolio, and NewSquare Capital LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2013Q4. And since then NewSquare Capital LLC has made 36 purchases of VTI, at an average price of $172.00, for a total of 455,618.00 shares. In addition, there have been 8 sales at an average price of $105.30 for 86,794.00 shares. Based on historical transaction data and VTI's current price of $312.30, NewSquare Capital LLC's estimated gain on his VTI holdings is $45.96 Mil, reflecting a 58.65% gain to date.
NewSquare Capital LLC VTI ($312.30) Holding Chart
NewSquare Capital LLC VTI ($312.30) 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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