MOKAN Wealth Management Inc. VGT Holdings History
Number of Shares
12,747.00
Current Holdings Value*
$6.91 Mil
% of Portfolio
4.16%
Total Estimate Gain
$845,249.41
% of Total Estimate Gain
10.81%
MOKAN Wealth Management Inc.'s Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, MOKAN Wealth Management Inc. held 12,747.00 shares of Vanguard Information Technology ETF(VGT), totaling $6.91 Mil. This investment constitutes 4.16% of their stock portfolio, and MOKAN Wealth Management Inc. now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2024Q4. And since then MOKAN Wealth Management Inc. has made 1 purchases of VGT, at an average price of $613.48, for a total of 12,747.00 shares. Based on historical transaction data and VGT's current price of $679.79, MOKAN Wealth Management Inc.'s estimated gain on his VGT holdings is $845,249.41, reflecting a 10.81% gain to date.
MOKAN Wealth Management Inc. VGT ($679.79) Holding Chart
MOKAN Wealth Management Inc. 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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