S.A. Mason LLC VTI Holdings History

Number of Shares
26,404.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
3.88%
Total Estimate Gain
$3.47 Mil
% of Total Estimate Gain
46.14%

S.A. Mason LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, S.A. Mason LLC held 26,404.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.02 Mil. This investment constitutes 3.88% of their stock portfolio, and S.A. Mason LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2019Q4. And since then S.A. Mason LLC has made 15 purchases of VTI, at an average price of $188.74, for a total of 39,811.00 shares. In addition, there have been 6 sales at an average price of $203.76 for 13,407.00 shares. Based on historical transaction data and VTI's current price of $312.41, S.A. Mason LLC's estimated gain on his VTI holdings is $3.47 Mil, reflecting a 46.14% gain to date.

S.A. Mason LLC VTI ($312.41) Holding Chart

S.A. Mason LLC VTI ($312.41) 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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