OPTIMA CAPITAL LLC VTI Holdings History
OPTIMA CAPITAL LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, OPTIMA CAPITAL LLC held 19,476.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.35 Mil. This investment constitutes 3.41% of their stock portfolio, and OPTIMA CAPITAL LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then OPTIMA CAPITAL LLC has made 1 purchases of VTI, at an average price of $291.84, for a total of 19,476.00 shares. Based on historical transaction data and VTI's current price of $307.02, OPTIMA CAPITAL LLC's estimated gain on his VTI holdings is $295,592.14, reflecting a 5.20% gain to date.
OPTIMA CAPITAL LLC VTI ($307.02) Holding Chart
OPTIMA CAPITAL LLC VTI ($307.02) 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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