Number of Shares
118,199.00
Current Holdings Value*
$64.11 Mil
% of Portfolio
2.05%
Total Estimate Gain
$39.99 Mil
% of Total Estimate Gain
50.41%

Spire Wealth Management's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, Spire Wealth Management held 118,199.00 shares of Vanguard Information Technology ETF(VGT), totaling $64.11 Mil. This investment constitutes 2.05% of their stock portfolio, and Spire Wealth Management now holds 0.07% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 8 purchases of VGT, at an average price of $386.42, for a total of 205,286.00 shares. In addition, there have been 8 sales at an average price of $439.59 for 87,087.00 shares. Based on historical transaction data and VGT's current price of $685.53, Spire Wealth Management's estimated gain on his VGT holdings is $39.99 Mil, reflecting a 50.41% gain to date.

Spire Wealth Management VGT ($685.53) Holding Chart

Spire Wealth Management VGT ($685.53) 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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