Number of Shares
43,284.00
Current Holdings Value*
$13.16 Mil
% of Portfolio
4.75%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
32.97%

Sandy Cove Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Sandy Cove Advisors, LLC held 43,284.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $13.16 Mil. This investment constitutes 4.75% of their stock portfolio, and Sandy Cove Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then Sandy Cove Advisors, LLC has made 10 purchases of VTI, at an average price of $231.65, for a total of 45,527.00 shares. In addition, there have been 4 sales at an average price of $253.94 for 2,243.00 shares. Based on historical transaction data and VTI's current price of $310.83, Sandy Cove Advisors, LLC's estimated gain on his VTI holdings is $3.48 Mil, reflecting a 32.97% gain to date.

Sandy Cove Advisors, LLC VTI ($310.83) Holding Chart

Sandy Cove Advisors, LLC VTI ($310.83) 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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