CONSILIO WEALTH ADVISORS, LLC VT Holdings History
CONSILIO WEALTH ADVISORS, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 152,783.00 shares of Vanguard Total World Stock ETF(VT), totaling $17.72 Mil. This investment constitutes 7.4% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0.04% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2022Q3. And since then CONSILIO WEALTH ADVISORS, LLC has made 7 purchases of VT, at an average price of $114.55, for a total of 168,095.00 shares. In addition, there have been 4 sales at an average price of $94.53 for 15,312.00 shares. Based on historical transaction data and VT's current price of $126.27, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his VT holdings is $1.48 Mil, reflecting a 7.71% gain to date.
CONSILIO WEALTH ADVISORS, LLC VT ($126.27) Holding Chart
CONSILIO WEALTH ADVISORS, LLC VT ($126.27) 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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