Wilson & Boucher Capital Management, LLC VT Holdings History
Wilson & Boucher Capital Management, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 16,302.00 shares of Vanguard Total World Stock ETF(VT), totaling $2.10 Mil. This investment constitutes 1.47% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 11 purchases of VT, at an average price of $108.90, for a total of 17,972.00 shares. In addition, there have been 3 sales at an average price of $89.24 for 1,670.00 shares. Based on historical transaction data and VT's current price of $130.55, Wilson & Boucher Capital Management, LLC's estimated gain on his VT holdings is $320,189.79, reflecting a 16.36% gain to date.
Wilson & Boucher Capital Management, LLC VT ($130.55) Holding Chart
Wilson & Boucher Capital Management, LLC VT ($130.55) 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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