EXECUTIVE WEALTH GROUP LLC VGT Holdings History
EXECUTIVE WEALTH GROUP LLC's Vanguard Information Technology ETF Holding Summary
As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 54,351.00 shares of Vanguard Information Technology ETF(VGT), totaling $27.83 Mil. This investment constitutes 5.79% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds -% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 13 purchases of VGT, at an average price of $402.90, for a total of 55,871.00 shares. In addition, there have been 5 sales at an average price of $245.53 for 1,520.00 shares. Based on historical transaction data and VGT's current price of $685.19, EXECUTIVE WEALTH GROUP LLC's estimated gain on his VGT holdings is $15.10 Mil, reflecting a 67.09% gain to date.
EXECUTIVE WEALTH GROUP LLC VGT ($685.19) Holding Chart
EXECUTIVE WEALTH GROUP LLC VGT ($685.19) 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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