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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