Number of Shares
16,302.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
1.47%
Total Estimate Gain
$341,137.86
% of Total Estimate Gain
17.43%

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 $131.84, Wilson & Boucher Capital Management, LLC's estimated gain on his VT holdings is $341,137.86, reflecting a 17.43% gain to date.

Wilson & Boucher Capital Management, LLC VT ($131.84) Holding Chart

Wilson & Boucher Capital Management, LLC VT ($131.84) 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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