Shotwell Rutter Baer Inc VTI Holdings History
Shotwell Rutter Baer Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Shotwell Rutter Baer Inc held 69,661.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $17.31 Mil. This investment constitutes 15.27% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 3 purchases of VTI, at an average price of $240.12, for a total of 142,111.00 shares. In addition, there have been 2 sales at an average price of $248.28 for 72,450.00 shares. Based on historical transaction data and VTI's current price of $301.94, Shotwell Rutter Baer Inc's estimated gain on his VTI holdings is $4.90 Mil, reflecting a 14.36% gain to date.
Shotwell Rutter Baer Inc VTI ($301.94) Holding Chart
Shotwell Rutter Baer Inc VTI ($301.94) 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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