Number of Shares
97,974.00
Current Holdings Value*
$7.42 Mil
% of Portfolio
4.59%
Total Estimate Gain
$4.70 Mil
% of Total Estimate Gain
88.59%

VAUGHAN & Co SECURITIES, INC.'s iShares Global Tech ETF Holding Summary

As of 2025-03-31, VAUGHAN & Co SECURITIES, INC. held 97,974.00 shares of iShares Global Tech ETF(IXN), totaling $7.42 Mil. This investment constitutes 4.59% of their stock portfolio, and VAUGHAN & Co SECURITIES, INC. now holds 0.17% of the outstanding iShares Global Tech ETF(IXN) stock.

The initial trade took place in 2022Q2. And since then VAUGHAN & Co SECURITIES, INC. has made 4 purchases of IXN, at an average price of $48.02, for a total of 110,434.00 shares. In addition, there have been 7 sales at an average price of $69.44 for 12,460.00 shares. Based on historical transaction data and IXN's current price of $93.24, VAUGHAN & Co SECURITIES, INC.'s estimated gain on his IXN holdings is $4.70 Mil, reflecting a 88.59% gain to date.

VAUGHAN & Co SECURITIES, INC. IXN ($93.24) Holding Chart

VAUGHAN & Co SECURITIES, INC. IXN ($93.24) 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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