DIVERSIFY WEALTH MANAGEMENT, LLC VGT Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 6,599.00 shares of Vanguard Information Technology ETF(VGT), totaling $3.62 Mil. This investment constitutes 0.27% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 2 purchases of VGT, at an average price of $536.52, for a total of 13,936.00 shares. In addition, there have been 1 sales at an average price of $602.71 for 7,337.00 shares. Based on historical transaction data and VGT's current price of $687.13, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his VGT holdings is $1.48 Mil, reflecting a 19.79% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC VGT ($687.13) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC VGT ($687.13) 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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