STRATEGIC CAPITAL ADVISERS, INC. VTI Holdings History
STRATEGIC CAPITAL ADVISERS, INC.'s Vanguard Total Stock Market ETF Holding Summary
As of 2022-06-30, STRATEGIC CAPITAL ADVISERS, INC. held 20,994.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.96 Mil. This investment constitutes 3.27% of their stock portfolio, and STRATEGIC CAPITAL ADVISERS, INC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q3. And since then STRATEGIC CAPITAL ADVISERS, INC. has made 4 purchases of VTI, at an average price of $151.56, for a total of 32,565.00 shares. In addition, there have been 6 sales at an average price of $213.64 for 11,571.00 shares. Based on historical transaction data and VTI's current price of $312.41, STRATEGIC CAPITAL ADVISERS, INC.'s estimated gain on his VTI holdings is $4.10 Mil, reflecting a 82.97% gain to date.
STRATEGIC CAPITAL ADVISERS, INC. VTI ($312.41) Holding Chart
STRATEGIC CAPITAL ADVISERS, INC. VTI ($312.41) 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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