Number of Shares
3,594.00
Current Holdings Value*
$466,140.00
% of Portfolio
0.44%
Total Estimate Gain
$76,428.17
% of Total Estimate Gain
3.47%

STEPHEN J. GARRY & ASSOCIATES, LLC's Vanguard Energy ETF Holding Summary

As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 3,594.00 shares of Vanguard Energy ETF(VDE), totaling $466,140.00. This investment constitutes 0.44% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0.01% of the outstanding Vanguard Energy ETF(VDE) stock.

The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $124.83 for 14,755.00 shares. Based on historical transaction data and VDE's current price of $120.76, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his VDE holdings is $76,428.17, reflecting a 3.47% gain to date.

STEPHEN J. GARRY & ASSOCIATES, LLC VDE ($120.76) Holding Chart

STEPHEN J. GARRY & ASSOCIATES, LLC VDE ($120.76) 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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