Weil Company, Inc. VT Holdings History

Number of Shares
78,885.00
Current Holdings Value*
$9.15 Mil
% of Portfolio
2.73%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
7.66%

Weil Company, Inc.'s Vanguard Total World Stock ETF Holding Summary

As of 2025-03-31, Weil Company, Inc. held 78,885.00 shares of Vanguard Total World Stock ETF(VT), totaling $9.15 Mil. This investment constitutes 2.73% of their stock portfolio, and Weil Company, Inc. now holds 0.02% of the outstanding Vanguard Total World Stock ETF(VT) stock.

The initial trade took place in 2024Q2. And since then Weil Company, Inc. has made 3 purchases of VT, at an average price of $119.22, for a total of 112,519.00 shares. In addition, there have been 1 sales at an average price of $119.66 for 33,634.00 shares. Based on historical transaction data and VT's current price of $132.05, Weil Company, Inc.'s estimated gain on his VT holdings is $1.03 Mil, reflecting a 7.66% gain to date.

Weil Company, Inc. VT ($132.05) Holding Chart

Weil Company, Inc. VT ($132.05) 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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