Jvl Associates Llc VTI Holdings History
jvl associates llc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, jvl associates llc held 131,266.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $36.08 Mil. This investment constitutes 14.56% of their stock portfolio, and jvl associates llc now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then jvl associates llc has made 5 purchases of VTI, at an average price of $218.97, for a total of 149,233.00 shares. In addition, there have been 9 sales at an average price of $239.40 for 17,967.00 shares. Based on historical transaction data and VTI's current price of $301.94, jvl associates llc's estimated gain on his VTI holdings is $11.26 Mil, reflecting a 34.45% gain to date.
jvl associates llc VTI ($301.94) Holding Chart
jvl associates llc VTI ($301.94) 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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