Safe Harbor Fiduciary, LLC VTI Holdings History
Safe Harbor Fiduciary, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Safe Harbor Fiduciary, LLC held 1,827.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $502,130.00. This investment constitutes 0.52% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $290.85 for 33,534.00 shares. Based on historical transaction data and VTI's current price of $312.41, Safe Harbor Fiduciary, LLC's estimated gain on his VTI holdings is $679,144.51, reflecting a 7.04% gain to date.
Safe Harbor Fiduciary, LLC VTI ($312.41) Holding Chart
Safe Harbor Fiduciary, LLC 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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