FSM Wealth Advisors, LLC VT Holdings History
FSM Wealth Advisors, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 158,780.00 shares of Vanguard Total World Stock ETF(VT), totaling $18.41 Mil. This investment constitutes 4.14% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 10 purchases of VT, at an average price of $99.45, for a total of 160,773.00 shares. In addition, there have been 1 sales at an average price of $97.07 for 1,993.00 shares. Based on historical transaction data and VT's current price of $129.07, FSM Wealth Advisors, LLC's estimated gain on his VT holdings is $4.70 Mil, reflecting a 29.38% gain to date.
FSM Wealth Advisors, LLC VT ($129.07) Holding Chart
FSM Wealth Advisors, LLC VT ($129.07) 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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