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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