McKinley Carter Wealth Services, Inc. VT Holdings History
McKinley Carter Wealth Services, Inc.'s Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 286,010.00 shares of Vanguard Total World Stock ETF(VT), totaling $33.16 Mil. This investment constitutes 2.04% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.07% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2023Q1. And since then McKinley Carter Wealth Services, Inc. has made 8 purchases of VT, at an average price of $118.47, for a total of 286,234.00 shares. In addition, there have been 1 sales at an average price of $110.27 for 224.00 shares. Based on historical transaction data and VT's current price of $129.87, McKinley Carter Wealth Services, Inc.'s estimated gain on his VT holdings is $3.26 Mil, reflecting a 9.61% gain to date.
McKinley Carter Wealth Services, Inc. VT ($129.87) Holding Chart
McKinley Carter Wealth Services, Inc. VT ($129.87) 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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