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 % |
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