STAGE HARBOR FINANCIAL, LLC VTI Holdings History
STAGE HARBOR FINANCIAL, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 3,429.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $942,510.00. This investment constitutes 0.8% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 2 purchases of VTI, at an average price of $270.57, for a total of 3,737.00 shares. In addition, there have been 1 sales at an average price of $258.82 for 308.00 shares. Based on historical transaction data and VTI's current price of $309.09, STAGE HARBOR FINANCIAL, LLC's estimated gain on his VTI holdings is $128,471.43, reflecting a 12.71% gain to date.
STAGE HARBOR FINANCIAL, LLC VTI ($309.09) Holding Chart
STAGE HARBOR FINANCIAL, 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
