Sulzberger Capital Advisors, Inc. VTI Holdings History
Sulzberger Capital Advisors, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 12,876.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.54 Mil. This investment constitutes 4.65% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $290.53 for 7,521.00 shares. Based on historical transaction data and VTI's current price of $310.93, Sulzberger Capital Advisors, Inc.'s estimated gain on his VTI holdings is $233,642.28, reflecting a 3.92% gain to date.
Sulzberger Capital Advisors, Inc. VTI ($310.93) Holding Chart
Sulzberger Capital Advisors, Inc. VTI ($310.93) 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 % | |||
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