Number of Shares
40,225.00
Current Holdings Value*
$21.82 Mil
% of Portfolio
3.34%
Total Estimate Gain
$13.19 Mil
% of Total Estimate Gain
61.79%

CVA Family Office, LLC's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, CVA Family Office, LLC held 40,225.00 shares of Vanguard Information Technology ETF(VGT), totaling $21.82 Mil. This investment constitutes 3.34% of their stock portfolio, and CVA Family Office, LLC now holds 0.03% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2019Q4. And since then CVA Family Office, LLC has made 15 purchases of VGT, at an average price of $368.25, for a total of 57,962.00 shares. In addition, there have been 6 sales at an average price of $393.08 for 17,737.00 shares. Based on historical transaction data and VGT's current price of $685.19, CVA Family Office, LLC's estimated gain on his VGT holdings is $13.19 Mil, reflecting a 61.79% gain to date.

CVA Family Office, LLC VGT ($685.19) Holding Chart

CVA Family Office, LLC VGT ($685.19) 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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