Number of Shares
1,827.00
Current Holdings Value*
$502,130.00
% of Portfolio
0.52%
Total Estimate Gain
$673,718.32
% of Total Estimate Gain
6.99%

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 $309.44, Safe Harbor Fiduciary, LLC's estimated gain on his VTI holdings is $673,718.32, reflecting a 6.99% gain to date.

Safe Harbor Fiduciary, LLC VTI ($309.44) Holding Chart

Safe Harbor Fiduciary, LLC VTI ($309.44) 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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