Sendero Wealth Management, LLC VTI Holdings History
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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