Prentice Wealth Management LLC VT Holdings History
Prentice Wealth Management LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 265,011.00 shares of Vanguard Total World Stock ETF(VT), totaling $30.73 Mil. This investment constitutes 8.87% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.07% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2021Q1. And since then Prentice Wealth Management LLC has made 15 purchases of VT, at an average price of $93.56, for a total of 439,736.00 shares. In addition, there have been 1 sales at an average price of $92.02 for 174,725.00 shares. Based on historical transaction data and VT's current price of $131.70, Prentice Wealth Management LLC's estimated gain on his VT holdings is $9.84 Mil, reflecting a 23.92% gain to date.
Prentice Wealth Management LLC VT ($131.70) Holding Chart
Prentice Wealth Management LLC VT ($131.70) 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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