Lehman Financial Resources, Inc. VT Holdings History
Number of Shares
73,300.00
Current Holdings Value*
$5.56 Mil
% of Portfolio
2.65%
Total Estimate Gain
$5.02 Mil
% of Total Estimate Gain
112.43%
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 $129.45, Lehman Financial Resources, Inc.'s estimated gain on his VT holdings is $5.02 Mil, reflecting a 112.43% gain to date.
Lehman Financial Resources, Inc. VT ($129.45) Holding Chart
Lehman Financial Resources, Inc. VT ($129.45) 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