Number of Shares
35,538.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
9.33%
Total Estimate Gain
$728,254.84
% of Total Estimate Gain
7.02%

Sherman Asset Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Sherman Asset Management, Inc. held 35,538.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.77 Mil. This investment constitutes 9.33% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2024Q4. And since then Sherman Asset Management, Inc. has made 1 purchases of VTI, at an average price of $291.92, for a total of 35,538.00 shares. Based on historical transaction data and VTI's current price of $312.41, Sherman Asset Management, Inc.'s estimated gain on his VTI holdings is $728,254.84, reflecting a 7.02% gain to date.

Sherman Asset Management, Inc. VTI ($312.41) Holding Chart

Sherman Asset Management, Inc. 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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