WETZEL INVESTMENT ADVISORS, INC. VT Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s Vanguard Total World Stock ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 4,241.00 shares of Vanguard Total World Stock ETF(VT), totaling $545,050.00. This investment constitutes 0.25% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2024Q3. And since then WETZEL INVESTMENT ADVISORS, INC. has made 2 purchases of VT, at an average price of $115.08, for a total of 34,820.00 shares. In addition, there have been 2 sales at an average price of $119.55 for 30,579.00 shares. Based on historical transaction data and VT's current price of $129.87, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his VT holdings is $199,642.75, reflecting a 4.98% gain to date.
WETZEL INVESTMENT ADVISORS, INC. VT ($129.87) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. VT ($129.87) 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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