Number of Shares
7,710.00
Current Holdings Value*
$2.12 Mil
% of Portfolio
0.85%
Total Estimate Gain
$163,549.90
% of Total Estimate Gain
7.29%

STRATEGIC INVESTMENT MANAGEMENT, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, STRATEGIC INVESTMENT MANAGEMENT, LLC held 7,710.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.12 Mil. This investment constitutes 0.85% of their stock portfolio, and STRATEGIC INVESTMENT MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2024Q4. And since then STRATEGIC INVESTMENT MANAGEMENT, LLC has made 2 purchases of VTI, at an average price of $290.89, for a total of 7,710.00 shares. Based on historical transaction data and VTI's current price of $312.10, STRATEGIC INVESTMENT MANAGEMENT, LLC's estimated gain on his VTI holdings is $163,549.90, reflecting a 7.29% gain to date.

STRATEGIC INVESTMENT MANAGEMENT, LLC VTI ($312.10) Holding Chart

STRATEGIC INVESTMENT MANAGEMENT, LLC VTI ($312.10) 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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