Sylvest Advisors, LLC VTI Holdings History

Number of Shares
14,150.00
Current Holdings Value*
$4.30 Mil
% of Portfolio
2.48%
Total Estimate Gain
$283,369.30
% of Total Estimate Gain
6.56%

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

As of 2025-06-30, Sylvest Advisors, LLC held 14,150.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.30 Mil. This investment constitutes 2.48% of their stock portfolio, and Sylvest Advisors, LLC 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 2 sales at an average price of $282.52 for 651.00 shares. Based on historical transaction data and VTI's current price of $312.41, Sylvest Advisors, LLC's estimated gain on his VTI holdings is $283,369.30, reflecting a 6.56% gain to date.

Sylvest Advisors, LLC VTI ($312.41) Holding Chart

Sylvest 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 %

Top Ranked Articles

  • 1