Number of Shares
23,415.00
Current Holdings Value*
$12.70 Mil
% of Portfolio
3.73%
Total Estimate Gain
$20.07 Mil
% of Total Estimate Gain
109.68%

Curtis Advisory Group, LLC's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, Curtis Advisory Group, LLC held 23,415.00 shares of Vanguard Information Technology ETF(VGT), totaling $12.70 Mil. This investment constitutes 3.73% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.02% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 7 purchases of VGT, at an average price of $247.35, for a total of 73,965.00 shares. In addition, there have been 3 sales at an average price of $441.16 for 50,550.00 shares. Based on historical transaction data and VGT's current price of $685.92, Curtis Advisory Group, LLC's estimated gain on his VGT holdings is $20.07 Mil, reflecting a 109.68% gain to date.

Curtis Advisory Group, LLC VGT ($685.92) Holding Chart

Curtis Advisory Group, LLC VGT ($685.92) 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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