Laird Norton Wetherby Wealth Management, LLC VT Holdings History
Laird Norton Wetherby Wealth Management, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2024-12-31, Laird Norton Wetherby Wealth Management, LLC held 264,439.00 shares of Vanguard Total World Stock ETF(VT), totaling $31.07 Mil. This investment constitutes 1.49% of their stock portfolio, and Laird Norton Wetherby Wealth Management, LLC now holds 0.08% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2018Q2. And since then Laird Norton Wetherby Wealth Management, LLC has made 17 purchases of VT, at an average price of $82.93, for a total of 373,245.00 shares. In addition, there have been 10 sales at an average price of $91.43 for 108,806.00 shares. Based on historical transaction data and VT's current price of $126.49, Laird Norton Wetherby Wealth Management, LLC's estimated gain on his VT holdings is $12.44 Mil, reflecting a 40.20% gain to date.
Laird Norton Wetherby Wealth Management, LLC VT ($126.49) Holding Chart
Laird Norton Wetherby Wealth Management, LLC VT ($126.49) 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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