Summit Equities Inc VTI Holdings History
Summit Equities Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2018-09-30, Summit Equities Inc held 2.01 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $300.67 Mil. This investment constitutes 51.82% of their stock portfolio, and Summit Equities Inc now holds 0.16% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then Summit Equities Inc has made 7 purchases of VTI, at an average price of $105.84, for a total of 2.01 Mil shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VTI's current price of $307.72, Summit Equities Inc's estimated gain on his VTI holdings is $405.62 Mil, reflecting a 190.75% gain to date.
Summit Equities Inc VTI ($307.72) Holding Chart
Summit Equities Inc VTI ($307.72) 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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