Smartleaf Asset Management LLC VT Holdings History
Number of Shares
90,357.00
Current Holdings Value*
$10.47 Mil
% of Portfolio
1.01%
Total Estimate Gain
$1.83 Mil
% of Total Estimate Gain
18.36%
Smartleaf Asset Management LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Smartleaf Asset Management LLC held 90,357.00 shares of Vanguard Total World Stock ETF(VT), totaling $10.47 Mil. This investment constitutes 1.01% of their stock portfolio, and Smartleaf Asset Management LLC now holds 0.03% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2023Q4. And since then Smartleaf Asset Management LLC has made 5 purchases of VT, at an average price of $110.42, for a total of 90,357.00 shares. Based on historical transaction data and VT's current price of $130.69, Smartleaf Asset Management LLC's estimated gain on his VT holdings is $1.83 Mil, reflecting a 18.36% gain to date.
Smartleaf Asset Management LLC VT ($130.69) Holding Chart
Smartleaf Asset Management LLC VT ($130.69) 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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