Sunpointe, LLC VTI Holdings History

Number of Shares
28,010.00
Current Holdings Value*
$8.54 Mil
% of Portfolio
3.39%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
17.50%

Sunpointe, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Sunpointe, LLC held 28,010.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.54 Mil. This investment constitutes 3.39% of their stock portfolio, and Sunpointe, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. And since then Sunpointe, LLC has made 5 purchases of VTI, at an average price of $262.45, for a total of 28,737.00 shares. In addition, there have been 1 sales at an average price of $281.15 for 727.00 shares. Based on historical transaction data and VTI's current price of $309.09, Sunpointe, LLC's estimated gain on his VTI holdings is $1.32 Mil, reflecting a 17.50% gain to date.

Sunpointe, LLC VTI ($309.09) Holding Chart

Sunpointe, 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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