AA Financial Advisors, LLC VT Holdings History
AA Financial Advisors, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-06-30, AA Financial Advisors, LLC held 176,001.00 shares of Vanguard Total World Stock ETF(VT), totaling $22.62 Mil. This investment constitutes 4.87% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.05% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2024Q4. And since then AA Financial Advisors, LLC has made 3 purchases of VT, at an average price of $119.66, for a total of 176,001.00 shares. Based on historical transaction data and VT's current price of $130.55, AA Financial Advisors, LLC's estimated gain on his VT holdings is $1.92 Mil, reflecting a 9.10% gain to date.
AA Financial Advisors, LLC VT ($130.55) Holding Chart
AA Financial Advisors, LLC VT ($130.55) 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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