Number of Shares
35,024.00
Current Holdings Value*
$9.63 Mil
% of Portfolio
4.2%
Total Estimate Gain
$7.25 Mil
% of Total Estimate Gain
103.19%

SONATA CAPITAL GROUP INC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, SONATA CAPITAL GROUP INC held 35,024.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.63 Mil. This investment constitutes 4.2% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2014Q4. And since then SONATA CAPITAL GROUP INC has made 17 purchases of VTI, at an average price of $133.14, for a total of 52,774.00 shares. In addition, there have been 14 sales at an average price of $194.47 for 17,750.00 shares. Based on historical transaction data and VTI's current price of $309.09, SONATA CAPITAL GROUP INC's estimated gain on his VTI holdings is $7.25 Mil, reflecting a 103.19% gain to date.

SONATA CAPITAL GROUP INC VTI ($309.09) Holding Chart

SONATA CAPITAL GROUP INC 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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