Atlas Legacy Advisors, LLC VGT Holdings History
Number of Shares
8,536.00
Current Holdings Value*
$4.86 Mil
% of Portfolio
1.23%
Total Estimate Gain
$434,324.33
% of Total Estimate Gain
3.22%
Atlas Legacy Advisors, LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 8,536.00 shares of Vanguard Information Technology ETF(VGT), totaling $4.86 Mil. This investment constitutes 1.23% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $602.71 for 13,397.00 shares. Based on historical transaction data and VGT's current price of $685.53, Atlas Legacy Advisors, LLC's estimated gain on his VGT holdings is $434,324.33, reflecting a 3.22% gain to date.
Atlas Legacy Advisors, LLC VGT ($685.53) Holding Chart
Atlas Legacy Advisors, LLC VGT ($685.53) 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 % |
Top Ranked Articles
- 1