Addis & Hill, Inc VT Holdings History

Number of Shares
3,544.00
Current Holdings Value*
$455,480.00
% of Portfolio
0.3%
Total Estimate Gain
$153,281.28
% of Total Estimate Gain
31.64%

Addis & Hill, Inc's Vanguard Total World Stock ETF Holding Summary

As of 2025-06-30, Addis & Hill, Inc held 3,544.00 shares of Vanguard Total World Stock ETF(VT), totaling $455,480.00. This investment constitutes 0.3% of their stock portfolio, and Addis & Hill, Inc now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.

The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $119.17 for 1,491.00 shares. Based on historical transaction data and VT's current price of $129.83, Addis & Hill, Inc's estimated gain on his VT holdings is $153,281.28, reflecting a 31.64% gain to date.

Addis & Hill, Inc VT ($129.83) Holding Chart

Addis & Hill, Inc VT ($129.83) 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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