Financial Perspectives, Inc VGT Holdings History
Financial Perspectives, Inc's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 27,607.00 shares of Vanguard Information Technology ETF(VGT), totaling $15.00 Mil. This investment constitutes 5.14% of their stock portfolio, and Financial Perspectives, Inc now holds 0.02% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 10 purchases of VGT, at an average price of $359.70, for a total of 8.65 Mil shares. In addition, there have been 9 sales at an average price of $377.03 for 8.62 Mil shares. Based on historical transaction data and VGT's current price of $685.53, Financial Perspectives, Inc's estimated gain on his VGT holdings is $158.41 Mil, reflecting a 5.09% gain to date.
Financial Perspectives, Inc VGT ($685.53) Holding Chart
Financial Perspectives, Inc VGT ($685.53) 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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