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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