Number of Shares
579,090.00
Current Holdings Value*
$159.16 Mil
% of Portfolio
22.09%
Total Estimate Gain
$47.54 Mil
% of Total Estimate Gain
19.98%

Sendero Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Sendero Wealth Management, LLC held 579,090.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $159.16 Mil. This investment constitutes 22.09% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then Sendero Wealth Management, LLC has made 6 purchases of VTI, at an average price of $217.47, for a total of 1.09 Mil shares. In addition, there have been 7 sales at an average price of $206.77 for 515,178.00 shares. Based on historical transaction data and VTI's current price of $309.09, Sendero Wealth Management, LLC's estimated gain on his VTI holdings is $47.54 Mil, reflecting a 19.98% gain to date.

Sendero Wealth Management, LLC VTI ($309.09) Holding Chart

Sendero Wealth Management, LLC VTI ($309.09) 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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