BIP Wealth, LLC VT Holdings History
BIP Wealth, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 331,746.00 shares of Vanguard Total World Stock ETF(VT), totaling $38.47 Mil. This investment constitutes 2.51% of their stock portfolio, and BIP Wealth, LLC now holds 0.09% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 6 purchases of VT, at an average price of $95.94, for a total of 413,502.00 shares. In addition, there have been 2 sales at an average price of $106.16 for 81,756.00 shares. Based on historical transaction data and VT's current price of $129.87, BIP Wealth, LLC's estimated gain on his VT holdings is $12.09 Mil, reflecting a 30.48% gain to date.
BIP Wealth, LLC VT ($129.87) Holding Chart
BIP Wealth, LLC VT ($129.87) 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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