NEW WAVE WEALTH ADVISORS LLC VGT Holdings History
NEW WAVE WEALTH ADVISORS LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 4,161.00 shares of Vanguard Information Technology ETF(VGT), totaling $2.76 Mil. This investment constitutes 1.17% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2025Q2. And since then NEW WAVE WEALTH ADVISORS LLC has made 1 purchases of VGT, at an average price of $581.07, for a total of 4,161.00 shares. Based on historical transaction data and VGT's current price of $681.02, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his VGT holdings is $415,881.96, reflecting a 17.20% gain to date.
NEW WAVE WEALTH ADVISORS LLC VGT ($681.02) Holding Chart
NEW WAVE WEALTH ADVISORS LLC VGT ($681.02) 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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