Roundview Capital LLC VTI Holdings History
Roundview Capital LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Roundview Capital LLC held 109,596.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $30.12 Mil. This investment constitutes 2.17% of their stock portfolio, and Roundview Capital LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then Roundview Capital LLC has made 28 purchases of VTI, at an average price of $182.57, for a total of 116,458.00 shares. In addition, there have been 7 sales at an average price of $164.35 for 6,862.00 shares. Based on historical transaction data and VTI's current price of $307.02, Roundview Capital LLC's estimated gain on his VTI holdings is $13.51 Mil, reflecting a 63.56% gain to date.
Roundview Capital LLC VTI ($307.02) Holding Chart
Roundview Capital LLC VTI ($307.02) 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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