Shade Tree Advisors LLC VTI Holdings History
Shade Tree Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Shade Tree Advisors LLC held 234,370.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $64.41 Mil. This investment constitutes 63.85% of their stock portfolio, and Shade Tree Advisors LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $290.53 for 1,414.00 shares. Based on historical transaction data and VTI's current price of $309.26, Shade Tree Advisors LLC's estimated gain on his VTI holdings is $4.05 Mil, reflecting a 5.89% gain to date.
Shade Tree Advisors LLC VTI ($309.26) Holding Chart
Shade Tree Advisors LLC VTI ($309.26) 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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