JP Wealth Management, Inc. VT Holdings History
Number of Shares
2,230.00
Current Holdings Value*
$258,570.00
% of Portfolio
0.21%
Total Estimate Gain
$23,347.88
% of Total Estimate Gain
8.75%
JP Wealth Management, Inc.'s Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, JP Wealth Management, Inc. held 2,230.00 shares of Vanguard Total World Stock ETF(VT), totaling $258,570.00. This investment constitutes 0.21% of their stock portfolio, and JP Wealth Management, Inc. now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2025Q1. And since then JP Wealth Management, Inc. has made 1 purchases of VT, at an average price of $119.66, for a total of 2,230.00 shares. Based on historical transaction data and VT's current price of $130.13, JP Wealth Management, Inc.'s estimated gain on his VT holdings is $23,347.88, reflecting a 8.75% gain to date.
JP Wealth Management, Inc. VT ($130.13) Holding Chart
JP Wealth Management, Inc. VT ($130.13) 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