Number of Shares
1.23 Mil
Current Holdings Value*
$114.26 Mil
% of Portfolio
12.46%
Total Estimate Gain
$59.39 Mil
% of Total Estimate Gain
44.66%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD's Vanguard Total World Stock ETF Holding Summary

As of 2022-06-30, BREWIN DOLPHIN WEALTH MANAGEMENT LTD held 1.23 Mil shares of Vanguard Total World Stock ETF(VT), totaling $114.26 Mil. This investment constitutes 12.46% of their stock portfolio, and BREWIN DOLPHIN WEALTH MANAGEMENT LTD now holds 0.43% of the outstanding Vanguard Total World Stock ETF(VT) stock.

The initial trade took place in 2020Q2. And since then BREWIN DOLPHIN WEALTH MANAGEMENT LTD has made 7 purchases of VT, at an average price of $83.58, for a total of 1.59 Mil shares. In addition, there have been 1 sales at an average price of $94.84 for 362,765.00 shares. Based on historical transaction data and VT's current price of $128.61, BREWIN DOLPHIN WEALTH MANAGEMENT LTD's estimated gain on his VT holdings is $59.39 Mil, reflecting a 44.66% gain to date.

BREWIN DOLPHIN WEALTH MANAGEMENT LTD VT ($128.61) Holding Chart

BREWIN DOLPHIN WEALTH MANAGEMENT LTD VT ($128.61) 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 %

Top Ranked Articles

  • 1