Global Wealth Management, LLC VGT Holdings History
Global Wealth Management, LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Global Wealth Management, LLC held 5,139.00 shares of Vanguard Information Technology ETF(VGT), totaling $2.79 Mil. This investment constitutes 1.61% 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 1 sales at an average price of $602.71 for 548.00 shares. Based on historical transaction data and VGT's current price of $676.05, Global Wealth Management, LLC's estimated gain on his VGT holdings is $565,001.35, reflecting a 17.44% gain to date.
Global Wealth Management, LLC VGT ($676.05) Holding Chart
Global Wealth Management, LLC VGT ($676.05) 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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