DB Fitzpatrick & Co, Inc VT Holdings History
DB Fitzpatrick & Co, Inc's Vanguard Total World Stock ETF Holding Summary
As of 2025-06-30, DB Fitzpatrick & Co, Inc held 3,544.00 shares of Vanguard Total World Stock ETF(VT), totaling $455,480.00. This investment constitutes 0.4% of their stock portfolio, and DB Fitzpatrick & Co, Inc now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2021Q4. And since then DB Fitzpatrick & Co, Inc has made 8 purchases of VT, at an average price of $91.07, for a total of 67,759.00 shares. In addition, there have been 6 sales at an average price of $94.92 for 64,215.00 shares. Based on historical transaction data and VT's current price of $129.98, DB Fitzpatrick & Co, Inc's estimated gain on his VT holdings is $385,056.50, reflecting a 6.24% gain to date.
DB Fitzpatrick & Co, Inc VT ($129.98) Holding Chart
DB Fitzpatrick & Co, Inc VT ($129.98) 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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