Number of Shares
2,637.00
Current Holdings Value*
$1.43 Mil
% of Portfolio
0.39%
Total Estimate Gain
$256,729.73
% of Total Estimate Gain
15.10%

Safeguard Investment Advisory Group, LLC's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 2,637.00 shares of Vanguard Information Technology ETF(VGT), totaling $1.43 Mil. This investment constitutes 0.39% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 4 purchases of VGT, at an average price of $556.62, for a total of 3,054.00 shares. In addition, there have been 1 sales at an average price of $359.20 for 417.00 shares. Based on historical transaction data and VGT's current price of $685.19, Safeguard Investment Advisory Group, LLC's estimated gain on his VGT holdings is $256,729.73, reflecting a 15.10% gain to date.

Safeguard Investment Advisory Group, LLC VGT ($685.19) Holding Chart

Safeguard Investment Advisory Group, LLC VGT ($685.19) 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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