Number of Shares
73,300.00
Current Holdings Value*
$5.56 Mil
% of Portfolio
2.65%
Total Estimate Gain
$4.98 Mil
% of Total Estimate Gain
111.49%

Lehman Financial Resources, Inc.'s Vanguard Total World Stock ETF Holding Summary

As of 2018-09-30, Lehman Financial Resources, Inc. held 73,300.00 shares of Vanguard Total World Stock ETF(VT), totaling $5.56 Mil. This investment constitutes 2.65% of their stock portfolio, and Lehman Financial Resources, Inc. now holds 0.03% of the outstanding Vanguard Total World Stock ETF(VT) stock.

The initial trade took place in 2015Q4. And since then Lehman Financial Resources, Inc. has made 3 purchases of VT, at an average price of $60.94, for a total of 73,300.00 shares. Based on historical transaction data and VT's current price of $128.88, Lehman Financial Resources, Inc.'s estimated gain on his VT holdings is $4.98 Mil, reflecting a 111.49% gain to date.

Lehman Financial Resources, Inc. VT ($128.88) Holding Chart

Lehman Financial Resources, Inc. VT ($128.88) 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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