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 %

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