Global Wealth Management, LLC VGT Holdings History
Global Wealth Management, LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 4,575.00 shares of Vanguard Information Technology ETF(VGT), totaling $3.07 Mil. This investment constitutes 1.68% of their stock portfolio, and Global Wealth Management, LLC now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 1 purchases of VGT, at an average price of $569.63, for a total of 5,687.00 shares. In addition, there have been 2 sales at an average price of $591.73 for 1,112.00 shares. Based on historical transaction data and VGT's current price of $685.53, Global Wealth Management, LLC's estimated gain on his VGT holdings is $554,803.63, reflecting a 17.13% gain to date.
Global Wealth Management, LLC VGT ($685.53) Holding Chart
Global Wealth Management, LLC 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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