Cypress Wealth Advisors LLC VGT Holdings History
Cypress Wealth Advisors LLC's Vanguard Information Technology ETF Holding Summary
As of 2019-03-31, Cypress Wealth Advisors LLC held 14,836.00 shares of Vanguard Information Technology ETF(VGT), totaling $2.98 Mil. This investment constitutes 3.54% of their stock portfolio, and Cypress Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2018Q2. And since then Cypress Wealth Advisors LLC has made 2 purchases of VGT, at an average price of $179.75, for a total of 16,837.00 shares. In addition, there have been 2 sales at an average price of $182.91 for 2,001.00 shares. Based on historical transaction data and VGT's current price of $675.03, Cypress Wealth Advisors LLC's estimated gain on his VGT holdings is $7.35 Mil, reflecting a 243.00% gain to date.
Cypress Wealth Advisors LLC VGT ($675.03) Holding Chart
Cypress Wealth Advisors LLC VGT ($675.03) 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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