Number of Shares
12,366.00
Current Holdings Value*
$6.71 Mil
% of Portfolio
2.62%
Total Estimate Gain
$6.17 Mil
% of Total Estimate Gain
182.16%

VISTA INVESTMENT MANAGEMENT's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, VISTA INVESTMENT MANAGEMENT held 12,366.00 shares of Vanguard Information Technology ETF(VGT), totaling $6.71 Mil. This investment constitutes 2.62% of their stock portfolio, and VISTA INVESTMENT MANAGEMENT now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2018Q2. And since then VISTA INVESTMENT MANAGEMENT has made 13 purchases of VGT, at an average price of $205.63, for a total of 16,483.00 shares. In addition, there have been 15 sales at an average price of $349.78 for 4,117.00 shares. Based on historical transaction data and VGT's current price of $656.93, VISTA INVESTMENT MANAGEMENT's estimated gain on his VGT holdings is $6.17 Mil, reflecting a 182.16% gain to date.

VISTA INVESTMENT MANAGEMENT VGT ($656.93) Holding Chart

VISTA INVESTMENT MANAGEMENT VGT ($656.93) 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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