Number of Shares
51,338.00
Current Holdings Value*
$15.60 Mil
% of Portfolio
5.88%
Total Estimate Gain
$5.97 Mil
% of Total Estimate Gain
33.67%

Seven Post Investment Office LP's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Seven Post Investment Office LP held 51,338.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $15.60 Mil. This investment constitutes 5.88% of their stock portfolio, and Seven Post Investment Office LP now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then Seven Post Investment Office LP has made 7 purchases of VTI, at an average price of $216.46, for a total of 81,951.00 shares. In addition, there have been 8 sales at an average price of $251.36 for 30,613.00 shares. Based on historical transaction data and VTI's current price of $311.97, Seven Post Investment Office LP's estimated gain on his VTI holdings is $5.97 Mil, reflecting a 33.67% gain to date.

Seven Post Investment Office LP VTI ($311.97) Holding Chart

Seven Post Investment Office LP VTI ($311.97) 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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