Operose Advisors LLC VTI Holdings History

Number of Shares
220,185.00
Current Holdings Value*
$60.52 Mil
% of Portfolio
20.05%
Total Estimate Gain
$18.29 Mil
% of Total Estimate Gain
36.84%

Operose Advisors LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Operose Advisors LLC held 220,185.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $60.52 Mil. This investment constitutes 20.05% of their stock portfolio, and Operose Advisors LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then Operose Advisors LLC has made 13 purchases of VTI, at an average price of $225.51, for a total of 220,185.00 shares. Based on historical transaction data and VTI's current price of $308.60, Operose Advisors LLC's estimated gain on his VTI holdings is $18.29 Mil, reflecting a 36.84% gain to date.

Operose Advisors LLC VTI ($308.60) Holding Chart

Operose Advisors LLC VTI ($308.60) 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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