Sherman Asset Management, Inc. VTI Holdings History
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 % |
Top Ranked Articles
- 1