Guerra Advisors Inc VDC Holdings History

Number of Shares
31,275.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
3.83%
Total Estimate Gain
$132,606.00
% of Total Estimate Gain
1.96%

Guerra Advisors Inc's Vanguard Consumer Staples ETF Holding Summary

As of 2025-03-31, Guerra Advisors Inc held 31,275.00 shares of Vanguard Consumer Staples ETF(VDC), totaling $6.84 Mil. This investment constitutes 3.83% of their stock portfolio, and Guerra Advisors Inc now holds 0.09% of the outstanding Vanguard Consumer Staples ETF(VDC) stock.

The initial trade took place in 2025Q1. And since then Guerra Advisors Inc has made 1 purchases of VDC, at an average price of $216.07, for a total of 31,275.00 shares. Based on historical transaction data and VDC's current price of $220.31, Guerra Advisors Inc's estimated gain on his VDC holdings is $132,606.00, reflecting a 1.96% gain to date.

Guerra Advisors Inc VDC ($220.31) Holding Chart

Guerra Advisors Inc VDC ($220.31) 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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