Number of Shares
26,880.00
Current Holdings Value*
$14.58 Mil
% of Portfolio
8.64%
Total Estimate Gain
$13.37 Mil
% of Total Estimate Gain
96.15%

Axiom Financial Strategies, LLC's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, Axiom Financial Strategies, LLC held 26,880.00 shares of Vanguard Information Technology ETF(VGT), totaling $14.58 Mil. This investment constitutes 8.64% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.02% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 9 purchases of VGT, at an average price of $290.98, for a total of 47,786.00 shares. In addition, there have been 10 sales at an average price of $423.17 for 20,906.00 shares. Based on historical transaction data and VGT's current price of $685.53, Axiom Financial Strategies, LLC's estimated gain on his VGT holdings is $13.37 Mil, reflecting a 96.15% gain to date.

Axiom Financial Strategies, LLC VGT ($685.53) Holding Chart

Axiom Financial Strategies, 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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