THEORY FINANCIAL LLC VGT Holdings History
THEORY FINANCIAL LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 3,869.00 shares of Vanguard Information Technology ETF(VGT), totaling $2.10 Mil. This investment constitutes 0.89% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2021Q4. And since then THEORY FINANCIAL LLC has made 6 purchases of VGT, at an average price of $448.55, for a total of 13,595.00 shares. In addition, there have been 6 sales at an average price of $552.63 for 9,726.00 shares. Based on historical transaction data and VGT's current price of $671.05, THEORY FINANCIAL LLC's estimated gain on his VGT holdings is $1.87 Mil, reflecting a 30.72% gain to date.
THEORY FINANCIAL LLC VGT ($671.05) Holding Chart
THEORY FINANCIAL LLC VGT ($671.05) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
