CALIBER WEALTH MANAGEMENT, LLC VGT Holdings History
CALIBER WEALTH MANAGEMENT, LLC's Vanguard Information Technology ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 12,227.00 shares of Vanguard Information Technology ETF(VGT), totaling $6.41 Mil. This investment constitutes 3.41% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2020Q4. And since then CALIBER WEALTH MANAGEMENT, LLC has made 6 purchases of VGT, at an average price of $354.13, for a total of 17,400.00 shares. In addition, there have been 7 sales at an average price of $387.81 for 5,173.00 shares. Based on historical transaction data and VGT's current price of $670.33, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his VGT holdings is $4.04 Mil, reflecting a 65.57% gain to date.
CALIBER WEALTH MANAGEMENT, LLC VGT ($670.33) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC VGT ($670.33) 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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