Number of Shares
58,517.00
Current Holdings Value*
$16.08 Mil
% of Portfolio
7.59%
Total Estimate Gain
$12.67 Mil
% of Total Estimate Gain
103.96%

Palisades Hudson Asset Management, L.P.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 58,517.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $16.08 Mil. This investment constitutes 7.59% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2017Q1. And since then Palisades Hudson Asset Management, L.P. has made 7 purchases of VTI, at an average price of $120.27, for a total of 101,360.00 shares. In addition, there have been 13 sales at an average price of $154.52 for 42,843.00 shares. Based on historical transaction data and VTI's current price of $311.79, Palisades Hudson Asset Management, L.P.'s estimated gain on his VTI holdings is $12.67 Mil, reflecting a 103.96% gain to date.

Palisades Hudson Asset Management, L.P. VTI ($311.79) Holding Chart

Palisades Hudson Asset Management, L.P. VTI ($311.79) 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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