Number of Shares
20,994.00
Current Holdings Value*
$3.96 Mil
% of Portfolio
3.27%
Total Estimate Gain
$4.04 Mil
% of Total Estimate Gain
81.86%

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 $309.80, STRATEGIC CAPITAL ADVISERS, INC.'s estimated gain on his VTI holdings is $4.04 Mil, reflecting a 81.86% gain to date.

STRATEGIC CAPITAL ADVISERS, INC. VTI ($309.80) Holding Chart

STRATEGIC CAPITAL ADVISERS, 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 %

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