Summit Equities Inc VTI Holdings History

Number of Shares
2.01 Mil
Current Holdings Value*
$300.67 Mil
% of Portfolio
51.82%
Total Estimate Gain
$402.36 Mil
% of Total Estimate Gain
189.22%

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 $306.10, Summit Equities Inc's estimated gain on his VTI holdings is $402.36 Mil, reflecting a 189.22% gain to date.

Summit Equities Inc VTI ($306.10) Holding Chart

Summit Equities Inc VTI ($306.10) 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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