WBH ADVISORY INC VT Holdings History
WBH ADVISORY INC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 106,788.00 shares of Vanguard Total World Stock ETF(VT), totaling $12.38 Mil. This investment constitutes 1.16% of their stock portfolio, and WBH ADVISORY INC now holds 0.03% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2013Q4. And since then WBH ADVISORY INC has made 13 purchases of VT, at an average price of $81.08, for a total of 224,924.00 shares. In addition, there have been 20 sales at an average price of $87.85 for 118,136.00 shares. Based on historical transaction data and VT's current price of $129.23, WBH ADVISORY INC's estimated gain on his VT holdings is $5.94 Mil, reflecting a 32.58% gain to date.
WBH ADVISORY INC VT ($129.23) Holding Chart
WBH ADVISORY INC VT ($129.23) 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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