Zhang Financial LLC VT Holdings History
Zhang Financial LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 617,939.00 shares of Vanguard Total World Stock ETF(VT), totaling $71.65 Mil. This investment constitutes 3.79% of their stock portfolio, and Zhang Financial LLC now holds 0.16% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2014Q2. And since then Zhang Financial LLC has made 18 purchases of VT, at an average price of $94.44, for a total of 636,801.00 shares. In addition, there have been 9 sales at an average price of $78.53 for 18,862.00 shares. Based on historical transaction data and VT's current price of $129.32, Zhang Financial LLC's estimated gain on his VT holdings is $21.25 Mil, reflecting a 35.34% gain to date.
Zhang Financial LLC VT ($129.32) Holding Chart
Zhang Financial LLC VT ($129.32) 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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