SHEPHERD KAPLAN KROCHUK, LLC VTI Holdings History
SHEPHERD KAPLAN KROCHUK, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, SHEPHERD KAPLAN KROCHUK, LLC held 13,965.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.84 Mil. This investment constitutes 3.29% of their stock portfolio, and SHEPHERD KAPLAN KROCHUK, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then SHEPHERD KAPLAN KROCHUK, LLC has made 17 purchases of VTI, at an average price of $199.47, for a total of 530,637.00 shares. In addition, there have been 6 sales at an average price of $206.90 for 516,672.00 shares. Based on historical transaction data and VTI's current price of $309.09, SHEPHERD KAPLAN KROCHUK, LLC's estimated gain on his VTI holdings is $5.37 Mil, reflecting a 5.07% gain to date.
SHEPHERD KAPLAN KROCHUK, LLC VTI ($309.09) Holding Chart
SHEPHERD KAPLAN KROCHUK, 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 % | |||
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