Clifford Group, LLC VGT Holdings History

Number of Shares
6,106.00
Current Holdings Value*
$3.31 Mil
% of Portfolio
3.09%
Total Estimate Gain
$2.20 Mil
% of Total Estimate Gain
56.15%

Clifford Group, LLC's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, Clifford Group, LLC held 6,106.00 shares of Vanguard Information Technology ETF(VGT), totaling $3.31 Mil. This investment constitutes 3.09% of their stock portfolio, and Clifford Group, LLC now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2022Q4. And since then Clifford Group, LLC has made 7 purchases of VGT, at an average price of $396.48, for a total of 9,874.00 shares. In addition, there have been 2 sales at an average price of $511.46 for 3,768.00 shares. Based on historical transaction data and VGT's current price of $685.53, Clifford Group, LLC's estimated gain on his VGT holdings is $2.20 Mil, reflecting a 56.15% gain to date.

Clifford Group, LLC VGT ($685.53) Holding Chart

Clifford Group, 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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