Sequoia Financial Advisors, LLC VTI Holdings History
Sequoia Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Sequoia Financial Advisors, LLC held 3.46 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $950.57 Mil. This investment constitutes 7.34% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 0.19% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2015Q1. And since then Sequoia Financial Advisors, LLC has made 26 purchases of VTI, at an average price of $203.61, for a total of 4.68 Mil shares. In addition, there have been 6 sales at an average price of $222.79 for 1.22 Mil shares. Based on historical transaction data and VTI's current price of $312.41, Sequoia Financial Advisors, LLC's estimated gain on his VTI holdings is $399.66 Mil, reflecting a 41.96% gain to date.
Sequoia Financial Advisors, LLC VTI ($312.41) Holding Chart
Sequoia Financial Advisors, LLC VTI ($312.41) 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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