Sector Rotation Fund VIS Holdings History

Number of Shares
25,000.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
17.99%
Total Estimate Gain
$2.69 Mil
% of Total Estimate Gain
61.81%

Sector Rotation Fund's Vanguard Industrials ETF Holding Summary

As of 2025-03-31, Starboard Investment Trust held 25,000.00 shares of Vanguard Industrials ETF(VIS), totaling $6.19 Mil. This investment constitutes 17.99% of their stock portfolio, and Starboard Investment Trust now holds 0.14% of the outstanding Vanguard Industrials ETF(VIS) stock.

The initial trade took place in 2022Q3. And since then Sector Rotation Fund has made 2 purchases of VIS, at an average price of $174.37, for a total of 25,000.00 shares. Based on historical transaction data and VIS's current price of $282.14, Sector Rotation Fund's estimated gain on his VIS holdings is $2.69 Mil, reflecting a 61.81% gain to date.

Sector Rotation Fund VIS ($282.14) Holding Chart

Sector Rotation Fund VIS ($282.14) 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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