UBP Investment Advisors SA VT Holdings History
UBP Investment Advisors SA's Vanguard Total World Stock ETF Holding Summary
As of 2022-09-30, UBP Investment Advisors SA held 103,891.00 shares of Vanguard Total World Stock ETF(VT), totaling $8.19 Mil. This investment constitutes 4.22% of their stock portfolio, and UBP Investment Advisors SA now holds 0.04% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2018Q2. And since then UBP Investment Advisors SA has made 4 purchases of VT, at an average price of $89.79, for a total of 316,967.00 shares. In addition, there have been 3 sales at an average price of $92.77 for 213,076.00 shares. Based on historical transaction data and VT's current price of $128.00, UBP Investment Advisors SA's estimated gain on his VT holdings is $4.60 Mil, reflecting a 16.18% gain to date.
UBP Investment Advisors SA VT ($128.00) Holding Chart
UBP Investment Advisors SA VT ($128.00) 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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