NRI Wealth Management LC VGT Holdings History
Number of Shares
23,735.00
Current Holdings Value*
$15.74 Mil
% of Portfolio
9.49%
Total Estimate Gain
$5.20 Mil
% of Total Estimate Gain
47.17%
NRI Wealth Management LC's Vanguard Information Technology ETF Holding Summary
As of 2025-06-30, NRI Wealth Management LC held 23,735.00 shares of Vanguard Information Technology ETF(VGT), totaling $15.74 Mil. This investment constitutes 9.49% of their stock portfolio, and NRI Wealth Management LC now holds 0.02% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 3 purchases of VGT, at an average price of $464.06, for a total of 23,735.00 shares. Based on historical transaction data and VGT's current price of $682.97, NRI Wealth Management LC's estimated gain on his VGT holdings is $5.20 Mil, reflecting a 47.17% gain to date.
NRI Wealth Management LC VGT ($682.97) Holding Chart
NRI Wealth Management LC VGT ($682.97) 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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