SAM Advisors, LLC VTI Holdings History

Number of Shares
301,826.00
Current Holdings Value*
$82.95 Mil
% of Portfolio
31.08%
Total Estimate Gain
$25.60 Mil
% of Total Estimate Gain
32.35%

SAM Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, SAM Advisors, LLC held 301,826.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $82.95 Mil. This investment constitutes 31.08% of their stock portfolio, and SAM Advisors, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q3. And since then SAM Advisors, LLC has made 7 purchases of VTI, at an average price of $224.86, for a total of 351,901.00 shares. In addition, there have been 7 sales at an average price of $228.40 for 50,075.00 shares. Based on historical transaction data and VTI's current price of $309.09, SAM Advisors, LLC's estimated gain on his VTI holdings is $25.60 Mil, reflecting a 32.35% gain to date.

SAM Advisors, LLC VTI ($309.09) Holding Chart

SAM Advisors, LLC VTI ($309.09) 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 %

Top Ranked Articles

  • 1