Spinnaker Investment Group, LLC VTI Holdings History
Spinnaker Investment Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Spinnaker Investment Group, LLC held 6,249.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.90 Mil. This investment constitutes 0.45% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Spinnaker Investment Group, LLC has made 10 purchases of VTI, at an average price of $217.44, for a total of 32,551.00 shares. In addition, there have been 4 sales at an average price of $254.89 for 26,302.00 shares. Based on historical transaction data and VTI's current price of $309.09, Spinnaker Investment Group, LLC's estimated gain on his VTI holdings is $1.56 Mil, reflecting a 22.01% gain to date.
Spinnaker Investment Group, LLC VTI ($309.09) Holding Chart
Spinnaker Investment Group, LLC VTI ($309.09) 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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