BERNZOTT CAPITAL ADVISORS VT Holdings History
BERNZOTT CAPITAL ADVISORS's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, BERNZOTT CAPITAL ADVISORS held 24,107.00 shares of Vanguard Total World Stock ETF(VT), totaling $2.80 Mil. This investment constitutes 1.38% of their stock portfolio, and BERNZOTT CAPITAL ADVISORS now holds 0.01% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2021Q3. And since then BERNZOTT CAPITAL ADVISORS has made 9 purchases of VT, at an average price of $103.97, for a total of 54,693.00 shares. In addition, there have been 6 sales at an average price of $115.89 for 30,586.00 shares. Based on historical transaction data and VT's current price of $128.00, BERNZOTT CAPITAL ADVISORS's estimated gain on his VT holdings is $943,636.24, reflecting a 16.59% gain to date.
BERNZOTT CAPITAL ADVISORS VT ($128.00) Holding Chart
BERNZOTT CAPITAL ADVISORS VT ($128.00) 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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