Bernicke & Associates, LTD VT Holdings History
Bernicke & Associates, LTD's Vanguard Total World Stock ETF Holding Summary
As of 2020-06-30, Bernicke & Associates, LTD held 60,095.00 shares of Vanguard Total World Stock ETF(VT), totaling $4.50 Mil. This investment constitutes 3.36% of their stock portfolio, and Bernicke & Associates, LTD now holds 0.02% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2015Q1. And since then Bernicke & Associates, LTD has made 11 purchases of VT, at an average price of $62.07, for a total of 310,326.00 shares. In addition, there have been 1 sales at an average price of $74.11 for 250,231.00 shares. Based on historical transaction data and VT's current price of $130.31, Bernicke & Associates, LTD's estimated gain on his VT holdings is $7.11 Mil, reflecting a 36.94% gain to date.
Bernicke & Associates, LTD VT ($130.31) Holding Chart
Bernicke & Associates, LTD VT ($130.31) 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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