Marshall & Sterling Wealth Advisors Inc. VGT Holdings History
Marshall & Sterling Wealth Advisors Inc.'s Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 9,515.00 shares of Vanguard Information Technology ETF(VGT), totaling $5.16 Mil. This investment constitutes 3.51% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $602.71 for 338.00 shares. Based on historical transaction data and VGT's current price of $679.79, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his VGT holdings is $610,943.41, reflecting a 10.08% gain to date.
Marshall & Sterling Wealth Advisors Inc. VGT ($679.79) Holding Chart
Marshall & Sterling Wealth Advisors 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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