Ethos Financial Group, LLC VT Holdings History
Ethos Financial Group, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 195,750.00 shares of Vanguard Total World Stock ETF(VT), totaling $23.00 Mil. This investment constitutes 2.24% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.06% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2022Q4. And since then Ethos Financial Group, LLC has made 8 purchases of VT, at an average price of $93.06, for a total of 195,750.00 shares. Based on historical transaction data and VT's current price of $129.98, Ethos Financial Group, LLC's estimated gain on his VT holdings is $7.23 Mil, reflecting a 39.67% gain to date.
Ethos Financial Group, LLC VT ($129.98) Holding Chart
Ethos Financial Group, LLC 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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