SAXON INTERESTS, INC. VTI Holdings History

Number of Shares
26,518.00
Current Holdings Value*
$7.29 Mil
% of Portfolio
3.41%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
10.93%

SAXON INTERESTS, INC.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, SAXON INTERESTS, INC. held 26,518.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.29 Mil. This investment constitutes 3.41% of their stock portfolio, and SAXON INTERESTS, INC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then SAXON INTERESTS, INC. has made 5 purchases of VTI, at an average price of $229.02, for a total of 66,979.00 shares. In addition, there have been 7 sales at an average price of $217.51 for 40,461.00 shares. Based on historical transaction data and VTI's current price of $309.80, SAXON INTERESTS, INC.'s estimated gain on his VTI holdings is $1.68 Mil, reflecting a 10.93% gain to date.

SAXON INTERESTS, INC. VTI ($309.80) Holding Chart

SAXON INTERESTS, INC. VTI ($309.80) 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