Sequent Planning LLC VTI Holdings History
Sequent Planning LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Sequent Planning LLC held 35,539.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.77 Mil. This investment constitutes 3.52% of their stock portfolio, and Sequent Planning LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q1. And since then Sequent Planning LLC has made 2 purchases of VTI, at an average price of $250.78, for a total of 39,203.00 shares. In addition, there have been 2 sales at an average price of $282.26 for 3,664.00 shares. Based on historical transaction data and VTI's current price of $303.93, Sequent Planning LLC's estimated gain on his VTI holdings is $2.00 Mil, reflecting a 20.39% gain to date.
Sequent Planning LLC VTI ($303.93) Holding Chart
Sequent Planning LLC VTI ($303.93) 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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