ALTFEST L J & CO INC VIS Holdings History

Number of Shares
2,020.00
Current Holdings Value*
$500,000.00
% of Portfolio
0.06%
Total Estimate Gain
$-205,393.75
% of Total Estimate Gain
-2.38%

ALTFEST L J & CO INC's Vanguard Industrials ETF Holding Summary

As of 2025-03-31, ALTFEST L J & CO INC held 2,020.00 shares of Vanguard Industrials ETF(VIS), totaling $500,000.00. This investment constitutes 0.06% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.01% of the outstanding Vanguard Industrials ETF(VIS) stock.

The initial trade took place in 2024Q4. And since then ALTFEST L J & CO INC has made 1 purchases of VIS, at an average price of $266.21, for a total of 32,358.00 shares. In addition, there have been 1 sales at an average price of $258.78 for 30,338.00 shares. Based on historical transaction data and VIS's current price of $276.12, ALTFEST L J & CO INC's estimated gain on his VIS holdings is $-205,393.75, reflecting a -2.38% gain to date.

ALTFEST L J & CO INC VIS ($276.12) Holding Chart

ALTFEST L J & CO INC VIS ($276.12) 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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