Number of Shares
53,620.00
Current Holdings Value*
$15.54 Mil
% of Portfolio
10.28%
Total Estimate Gain
$22.94 Mil
% of Total Estimate Gain
25.04%

Sanctuary Wealth Management, L.L.C.'s Vanguard Total Stock Market ETF Holding Summary

As of 2024-12-31, Sanctuary Wealth Management, L.L.C. held 53,620.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $15.54 Mil. This investment constitutes 10.28% of their stock portfolio, and Sanctuary Wealth Management, L.L.C. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Sanctuary Wealth Management, L.L.C. has made 4 purchases of VTI, at an average price of $144.34, for a total of 634,510.00 shares. In addition, there have been 21 sales at an average price of $168.46 for 580,890.00 shares. Based on historical transaction data and VTI's current price of $310.84, Sanctuary Wealth Management, L.L.C.'s estimated gain on his VTI holdings is $22.94 Mil, reflecting a 25.04% gain to date.

Sanctuary Wealth Management, L.L.C. VTI ($310.84) Holding Chart

Sanctuary Wealth Management, L.L.C. VTI ($310.84) 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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