Simon Charitable Public LLC VTI Holdings History
Number of Shares
914,550.00
Current Holdings Value*
$92.59 Mil
% of Portfolio
65.4%
Total Estimate Gain
$190.36 Mil
% of Total Estimate Gain
217.29%
Simon Charitable Public LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2014-09-30, Simon Charitable Public LLC held 914,550.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $92.59 Mil. This investment constitutes 65.4% of their stock portfolio, and Simon Charitable Public LLC now holds 0.07% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then Simon Charitable Public LLC has made 3 purchases of VTI, at an average price of $95.79, for a total of 914,550.00 shares. Based on historical transaction data and VTI's current price of $303.93, Simon Charitable Public LLC's estimated gain on his VTI holdings is $190.36 Mil, reflecting a 217.29% gain to date.
Simon Charitable Public LLC VTI ($303.93) Holding Chart
Simon Charitable Public LLC VTI ($303.93) 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