Number of Shares
9,553.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
2.44%
Total Estimate Gain
$4.62 Mil
% of Total Estimate Gain
146.62%

OPTIMUM INVESTMENT ADVISORS's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 9,553.00 shares of Vanguard Information Technology ETF(VGT), totaling $5.18 Mil. This investment constitutes 2.44% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2014Q2. And since then OPTIMUM INVESTMENT ADVISORS has made 24 purchases of VGT, at an average price of $187.25, for a total of 16,814.00 shares. In addition, there have been 9 sales at an average price of $166.16 for 7,261.00 shares. Based on historical transaction data and VGT's current price of $686.52, OPTIMUM INVESTMENT ADVISORS's estimated gain on his VGT holdings is $4.62 Mil, reflecting a 146.62% gain to date.

OPTIMUM INVESTMENT ADVISORS VGT ($686.52) Holding Chart

OPTIMUM INVESTMENT ADVISORS VGT ($686.52) 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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