Capital Advisors Wealth Management, LLC VGT Holdings History
Capital Advisors Wealth Management, LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 36,879.00 shares of Vanguard Information Technology ETF(VGT), totaling $20.00 Mil. This investment constitutes 3.53% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2021Q1. And since then Capital Advisors Wealth Management, LLC has made 10 purchases of VGT, at an average price of $376.94, for a total of 71,770.00 shares. In addition, there have been 6 sales at an average price of $505.01 for 34,891.00 shares. Based on historical transaction data and VGT's current price of $686.49, Capital Advisors Wealth Management, LLC's estimated gain on his VGT holdings is $15.88 Mil, reflecting a 58.72% gain to date.
Capital Advisors Wealth Management, LLC VGT ($686.49) Holding Chart
Capital Advisors Wealth Management, LLC VGT ($686.49) 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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