Shade Tree Advisors LLC VT Holdings History
Shade Tree Advisors LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Shade Tree Advisors LLC held 12,492.00 shares of Vanguard Total World Stock ETF(VT), totaling $1.45 Mil. This investment constitutes 1.44% of their stock portfolio, and Shade Tree Advisors LLC now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2025Q1. And since then Shade Tree Advisors LLC has made 1 purchases of VT, at an average price of $119.66, for a total of 12,492.00 shares. Based on historical transaction data and VT's current price of $129.79, Shade Tree Advisors LLC's estimated gain on his VT holdings is $126,543.96, reflecting a 8.47% gain to date.
Shade Tree Advisors LLC VT ($129.79) Holding Chart
Shade Tree Advisors LLC VT ($129.79) 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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