Orion Portfolio Solutions, LLC VTI Holdings History
Orion Portfolio Solutions, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Orion Portfolio Solutions, LLC held 1.04 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $292.57 Mil. This investment constitutes 1.45% of their stock portfolio, and Orion Portfolio Solutions, LLC now holds 0.07% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then Orion Portfolio Solutions, LLC has made 10 purchases of VTI, at an average price of $234.27, for a total of 1.35 Mil shares. In addition, there have been 11 sales at an average price of $233.82 for 315,010.00 shares. Based on historical transaction data and VTI's current price of $309.09, Orion Portfolio Solutions, LLC's estimated gain on his VTI holdings is $77.42 Mil, reflecting a 24.45% gain to date.
Orion Portfolio Solutions, LLC VTI ($309.09) Holding Chart
Orion Portfolio Solutions, LLC VTI ($309.09) 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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