Number of Shares
12,591.00
Current Holdings Value*
$821,570.00
% of Portfolio
0.47%
Total Estimate Gain
$-1.05 Mil
% of Total Estimate Gain
-9.68%

VAUGHAN & Co SECURITIES, INC.'s ISHARES TRUST Holding Summary

As of 2025-06-30, VAUGHAN & Co SECURITIES, INC. held 12,591.00 shares of ISHARES TRUST(XT), totaling $821,570.00. This investment constitutes 0.47% of their stock portfolio, and VAUGHAN & Co SECURITIES, INC. now holds 0.02% of the outstanding ISHARES TRUST(XT) stock.

The initial trade took place in 2021Q1. And since then VAUGHAN & Co SECURITIES, INC. has made 9 purchases of XT, at an average price of $62.36, for a total of 173,345.00 shares. In addition, there have been 8 sales at an average price of $55.44 for 160,754.00 shares. Based on historical transaction data and XT's current price of $67.63, VAUGHAN & Co SECURITIES, INC.'s estimated gain on his XT holdings is $-1.05 Mil, reflecting a -9.68% gain to date.

VAUGHAN & Co SECURITIES, INC. XT ($67.63) Holding Chart

VAUGHAN & Co SECURITIES, INC. XT ($67.63) 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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