Number of Shares
317,733.00
Current Holdings Value*
$87.33 Mil
% of Portfolio
36.53%
Total Estimate Gain
$33.71 Mil
% of Total Estimate Gain
24.98%

Omnia Family Wealth, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Omnia Family Wealth, LLC held 317,733.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $87.33 Mil. This investment constitutes 36.53% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Omnia Family Wealth, LLC has made 17 purchases of VTI, at an average price of $177.32, for a total of 760,975.00 shares. In addition, there have been 11 sales at an average price of $156.81 for 443,242.00 shares. Based on historical transaction data and VTI's current price of $312.01, Omnia Family Wealth, LLC's estimated gain on his VTI holdings is $33.71 Mil, reflecting a 24.98% gain to date.

Omnia Family Wealth, LLC VTI ($312.01) Holding Chart

Omnia Family Wealth, LLC VTI ($312.01) 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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