Number of Shares
54,351.00
Current Holdings Value*
$27.83 Mil
% of Portfolio
5.79%
Total Estimate Gain
$14.81 Mil
% of Total Estimate Gain
65.79%

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 $679.79, EXECUTIVE WEALTH GROUP LLC's estimated gain on his VGT holdings is $14.81 Mil, reflecting a 65.79% gain to date.

EXECUTIVE WEALTH GROUP LLC VGT ($679.79) Holding Chart

EXECUTIVE WEALTH GROUP LLC VGT ($679.79) 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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