VANTAGE WEALTH AAPL Holdings History

Number of Shares
86,281.00
Current Holdings Value*
$19.17 Mil
% of Portfolio
4.34%
Total Estimate Gain
$29.20 Mil
% of Total Estimate Gain
226.39%

VANTAGE WEALTH's Apple Inc Holding Summary

As of 2025-03-31, VANTAGE WEALTH held 86,281.00 shares of Apple Inc(AAPL), totaling $19.17 Mil. This investment constitutes 4.34% of their stock portfolio, and VANTAGE WEALTH now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then VANTAGE WEALTH has made 14 purchases of AAPL, at an average price of $25.84, for a total of 499,098.00 shares. In addition, there have been 22 sales at an average price of $58.54 for 412,817.00 shares. Based on historical transaction data and AAPL's current price of $207.82, VANTAGE WEALTH's estimated gain on his AAPL holdings is $29.20 Mil, reflecting a 226.39% gain to date.

VANTAGE WEALTH AAPL ($207.82) Holding Chart

VANTAGE WEALTH AAPL ($207.82) 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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