Number of Shares
20,965.00
Current Holdings Value*
$11.37 Mil
% of Portfolio
2.92%
Total Estimate Gain
$15.67 Mil
% of Total Estimate Gain
156.43%

Triangle Securities Wealth Management's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, Triangle Securities Wealth Management held 20,965.00 shares of Vanguard Information Technology ETF(VGT), totaling $11.37 Mil. This investment constitutes 2.92% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2013Q4. And since then Triangle Securities Wealth Management has made 7 purchases of VGT, at an average price of $109.06, for a total of 91,852.00 shares. In addition, there have been 33 sales at an average price of $174.53 for 70,887.00 shares. Based on historical transaction data and VGT's current price of $635.15, Triangle Securities Wealth Management's estimated gain on his VGT holdings is $15.67 Mil, reflecting a 156.43% gain to date.

Triangle Securities Wealth Management VGT ($635.15) Holding Chart

Triangle Securities Wealth Management VGT ($635.15) 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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