Olistico Wealth, LLC VGT Holdings History

Number of Shares
16,703.00
Current Holdings Value*
$11.08 Mil
% of Portfolio
6.15%
Total Estimate Gain
$5.06 Mil
% of Total Estimate Gain
78.32%

Olistico Wealth, LLC's Vanguard Information Technology ETF Holding Summary

As of 2025-06-30, Olistico Wealth, LLC held 16,703.00 shares of Vanguard Information Technology ETF(VGT), totaling $11.08 Mil. This investment constitutes 6.15% of their stock portfolio, and Olistico Wealth, LLC now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2022Q4. And since then Olistico Wealth, LLC has made 8 purchases of VGT, at an average price of $380.09, for a total of 16,990.00 shares. In addition, there have been 2 sales at an average price of $558.99 for 287.00 shares. Based on historical transaction data and VGT's current price of $679.79, Olistico Wealth, LLC's estimated gain on his VGT holdings is $5.06 Mil, reflecting a 78.32% gain to date.

Olistico Wealth, LLC VGT ($679.79) Holding Chart

Olistico Wealth, LLC 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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