CBM Financial, LLC VT Holdings History
Number of Shares
20,375.00
Current Holdings Value*
$2.51 Mil
% of Portfolio
2.04%
Total Estimate Gain
$185,718.13
% of Total Estimate Gain
7.62%
CBM Financial, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 20,375.00 shares of Vanguard Total World Stock ETF(VT), totaling $2.51 Mil. This investment constitutes 2.04% of their stock portfolio, and CBM Financial, LLC now holds 0.01% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VT's current price of $128.78, CBM Financial, LLC's estimated gain on his VT holdings is $185,718.13, reflecting a 7.62% gain to date.
CBM Financial, LLC VT ($128.78) Holding Chart
CBM Financial, LLC VT ($128.78) 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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