Sunesis Advisors, LLC VTI Holdings History

Number of Shares
264,854.00
Current Holdings Value*
$72.79 Mil
% of Portfolio
39.49%
Total Estimate Gain
$43.07 Mil
% of Total Estimate Gain
40.35%

Sunesis Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Sunesis Advisors, LLC held 264,854.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $72.79 Mil. This investment constitutes 39.49% of their stock portfolio, and Sunesis Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Sunesis Advisors, LLC has made 10 purchases of VTI, at an average price of $179.59, for a total of 594,356.00 shares. In addition, there have been 15 sales at an average price of $203.53 for 329,502.00 shares. Based on historical transaction data and VTI's current price of $312.41, Sunesis Advisors, LLC's estimated gain on his VTI holdings is $43.07 Mil, reflecting a 40.35% gain to date.

Sunesis Advisors, LLC VTI ($312.41) Holding Chart

Sunesis Advisors, LLC VTI ($312.41) 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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