VAUGHAN & Co SECURITIES, INC. XT Holdings History
VAUGHAN & Co SECURITIES, INC.'s ISHARES TRUST Holding Summary
As of 2025-03-31, VAUGHAN & Co SECURITIES, INC. held 69,451.00 shares of ISHARES TRUST(XT), totaling $4.00 Mil. This investment constitutes 2.48% of their stock portfolio, and VAUGHAN & Co SECURITIES, INC. now holds 0.13% 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 7 sales at an average price of $53.15 for 103,894.00 shares. Based on historical transaction data and XT's current price of $66.93, VAUGHAN & Co SECURITIES, INC.'s estimated gain on his XT holdings is $-638,667.28, reflecting a -5.91% gain to date.
VAUGHAN & Co SECURITIES, INC. XT ($66.93) Holding Chart
VAUGHAN & Co SECURITIES, INC. XT ($66.93) 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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