Berman Capital Advisors, LLC VT Holdings History
Berman Capital Advisors, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2021-09-30, Berman Capital Advisors, LLC held 118,518.00 shares of Vanguard Total World Stock ETF(VT), totaling $12.07 Mil. This investment constitutes 1.9% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0.05% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2018Q2. And since then Berman Capital Advisors, LLC has made 6 purchases of VT, at an average price of $93.84, for a total of 143,670.00 shares. In addition, there have been 7 sales at an average price of $83.40 for 25,152.00 shares. Based on historical transaction data and VT's current price of $130.55, Berman Capital Advisors, LLC's estimated gain on his VT holdings is $4.09 Mil, reflecting a 30.33% gain to date.
Berman Capital Advisors, LLC VT ($130.55) Holding Chart
Berman Capital Advisors, LLC VT ($130.55) 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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