JP Wealth Management, Inc. VT Holdings History
JP Wealth Management, Inc.'s Vanguard Total World Stock ETF Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held 2,230.00 shares of Vanguard Total World Stock ETF(VT), totaling $286,600.00. 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 $130.55, JP Wealth Management, Inc.'s estimated gain on his VT holdings is $24,284.70, reflecting a 9.10% gain to date.
JP Wealth Management, Inc. VT ($130.55) Holding Chart
JP Wealth Management, Inc. VT ($130.55) 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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