Plancorp, LLC VTI Holdings History

Number of Shares
811,834.00
Current Holdings Value*
$246.74 Mil
% of Portfolio
8.55%
Total Estimate Gain
$53.17 Mil
% of Total Estimate Gain
24.86%

Plancorp, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Plancorp, LLC held 811,834.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $246.74 Mil. This investment constitutes 8.55% of their stock portfolio, and Plancorp, LLC now holds 0.05% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2014Q2. And since then Plancorp, LLC has made 23 purchases of VTI, at an average price of $238.21, for a total of 897,920.00 shares. In addition, there have been 6 sales at an average price of $159.65 for 86,086.00 shares. Based on historical transaction data and VTI's current price of $312.03, Plancorp, LLC's estimated gain on his VTI holdings is $53.17 Mil, reflecting a 24.86% gain to date.

Plancorp, LLC VTI ($312.03) Holding Chart

Plancorp, LLC VTI ($312.03) 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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