Tandem Wealth Advisors LLC VGT Holdings History
Tandem Wealth Advisors LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 4,747.00 shares of Vanguard Information Technology ETF(VGT), totaling $2.58 Mil. This investment constitutes 1.35% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 1 purchases of VGT, at an average price of $326.66, for a total of 16,721.00 shares. In addition, there have been 8 sales at an average price of $550.96 for 11,974.00 shares. Based on historical transaction data and VGT's current price of $664.77, Tandem Wealth Advisors LLC's estimated gain on his VGT holdings is $4.29 Mil, reflecting a 78.56% gain to date.
Tandem Wealth Advisors LLC VGT ($664.77) Holding Chart
Tandem Wealth Advisors LLC VGT ($664.77) 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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