Number of Shares
79,486.00
Current Holdings Value*
$21.85 Mil
% of Portfolio
4.36%
Total Estimate Gain
$14.14 Mil
% of Total Estimate Gain
95.24%

Sensible Financial Planning & Management, LLC.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 79,486.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $21.85 Mil. This investment constitutes 4.36% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2014Q4. And since then Sensible Financial Planning & Management, LLC. has made 16 purchases of VTI, at an average price of $140.69, for a total of 105,513.00 shares. In addition, there have been 17 sales at an average price of $180.25 for 26,027.00 shares. Based on historical transaction data and VTI's current price of $305.60, Sensible Financial Planning & Management, LLC.'s estimated gain on his VTI holdings is $14.14 Mil, reflecting a 95.24% gain to date.

Sensible Financial Planning & Management, LLC. VTI ($305.60) Holding Chart

Sensible Financial Planning & Management, LLC. VTI ($305.60) 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 %

Top Ranked Articles

  • 1