Endowment Wealth Management, Inc. VT Holdings History
Endowment Wealth Management, Inc.'s Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 36,439.00 shares of Vanguard Total World Stock ETF(VT), totaling $4.23 Mil. This investment constitutes 2.72% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0.01% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 10 purchases of VT, at an average price of $107.80, for a total of 39,900.00 shares. In addition, there have been 3 sales at an average price of $90.17 for 3,461.00 shares. Based on historical transaction data and VT's current price of $128.89, Endowment Wealth Management, Inc.'s estimated gain on his VT holdings is $707,332.58, reflecting a 16.44% gain to date.
Endowment Wealth Management, Inc. VT ($128.89) Holding Chart
Endowment Wealth Management, Inc. VT ($128.89) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
