REBALANCE, LLC VTI Holdings History

Number of Shares
744,523.00
Current Holdings Value*
$226.28 Mil
% of Portfolio
15.37%
Total Estimate Gain
$80.79 Mil
% of Total Estimate Gain
49.13%

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

As of 2025-06-30, REBALANCE, LLC held 744,523.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $226.28 Mil. This investment constitutes 15.37% of their stock portfolio, and REBALANCE, LLC now holds 0.05% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q4. And since then REBALANCE, LLC has made 7 purchases of VTI, at an average price of $206.63, for a total of 795,762.00 shares. In addition, there have been 3 sales at an average price of $252.07 for 51,239.00 shares. Based on historical transaction data and VTI's current price of $312.01, REBALANCE, LLC's estimated gain on his VTI holdings is $80.79 Mil, reflecting a 49.13% gain to date.

REBALANCE, LLC VTI ($312.01) Holding Chart

REBALANCE, LLC VTI ($312.01) 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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