SATOVSKY ASSET MANAGEMENT LLC VTI Holdings History
SATOVSKY ASSET MANAGEMENT LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 71,934.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $19.77 Mil. This investment constitutes 4.42% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then SATOVSKY ASSET MANAGEMENT LLC has made 12 purchases of VTI, at an average price of $217.39, for a total of 75,663.00 shares. In addition, there have been 2 sales at an average price of $207.39 for 3,729.00 shares. Based on historical transaction data and VTI's current price of $312.30, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his VTI holdings is $6.79 Mil, reflecting a 41.28% gain to date.
SATOVSKY ASSET MANAGEMENT LLC VTI ($312.30) Holding Chart
SATOVSKY ASSET MANAGEMENT LLC VTI ($312.30) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
