VCI Wealth Management LLC XLK Holdings History
VCI Wealth Management LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, VCI Wealth Management LLC held 9,771.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $2.02 Mil. This investment constitutes 0.85% of their stock portfolio, and VCI Wealth Management LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2023Q4. And since then VCI Wealth Management LLC has made 1 purchases of XLK, at an average price of $200.44, for a total of 21,248.00 shares. In addition, there have been 4 sales at an average price of $220.10 for 11,477.00 shares. Based on historical transaction data and XLK's current price of $253.23, VCI Wealth Management LLC's estimated gain on his XLK holdings is $741,435.14, reflecting a 17.41% gain to date.
VCI Wealth Management LLC XLK ($253.23) Holding Chart
VCI Wealth Management LLC XLK ($253.23) 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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