Number of Shares
70,254.00
Current Holdings Value*
$9.03 Mil
% of Portfolio
3.4%
Total Estimate Gain
$3.96 Mil
% of Total Estimate Gain
54.74%

Seven Post Investment Office LP's Vanguard Total World Stock ETF Holding Summary

As of 2025-06-30, Seven Post Investment Office LP held 70,254.00 shares of Vanguard Total World Stock ETF(VT), totaling $9.03 Mil. This investment constitutes 3.4% of their stock portfolio, and Seven Post Investment Office LP now holds 0.02% of the outstanding Vanguard Total World Stock ETF(VT) stock.

The initial trade took place in 2014Q1. And since then Seven Post Investment Office LP has made 15 purchases of VT, at an average price of $73.10, for a total of 99,065.00 shares. In addition, there have been 6 sales at an average price of $67.28 for 28,811.00 shares. Based on historical transaction data and VT's current price of $131.92, Seven Post Investment Office LP's estimated gain on his VT holdings is $3.96 Mil, reflecting a 54.74% gain to date.

Seven Post Investment Office LP VT ($131.92) Holding Chart

Seven Post Investment Office LP VT ($131.92) 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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