Number of Shares
262,035.00
Current Holdings Value*
$75.94 Mil
% of Portfolio
7.74%
Total Estimate Gain
$21.47 Mil
% of Total Estimate Gain
41.35%

TD Capital Management LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2024-12-31, TD Capital Management LLC held 262,035.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $75.94 Mil. This investment constitutes 7.74% of their stock portfolio, and TD Capital Management LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2014Q1. And since then TD Capital Management LLC has made 28 purchases of VTI, at an average price of $188.73, for a total of 275,178.00 shares. In addition, there have been 7 sales at an average price of $189.58 for 13,143.00 shares. Based on historical transaction data and VTI's current price of $270.64, TD Capital Management LLC's estimated gain on his VTI holdings is $21.47 Mil, reflecting a 41.35% gain to date.

TD Capital Management LLC VTI ($270.64) Holding Chart

TD Capital Management LLC VTI ($270.64) 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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