WBH ADVISORY INC VGT Holdings History

Number of Shares
93,832.00
Current Holdings Value*
$50.89 Mil
% of Portfolio
4.75%
Total Estimate Gain
$72.67 Mil
% of Total Estimate Gain
352.60%

WBH ADVISORY INC's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, WBH ADVISORY INC held 93,832.00 shares of Vanguard Information Technology ETF(VGT), totaling $50.89 Mil. This investment constitutes 4.75% of their stock portfolio, and WBH ADVISORY INC now holds 0.06% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2013Q4. And since then WBH ADVISORY INC has made 8 purchases of VGT, at an average price of $94.82, for a total of 217,336.00 shares. In addition, there have been 27 sales at an average price of $245.27 for 123,504.00 shares. Based on historical transaction data and VGT's current price of $671.23, WBH ADVISORY INC's estimated gain on his VGT holdings is $72.67 Mil, reflecting a 352.60% gain to date.

WBH ADVISORY INC VGT ($671.23) Holding Chart

WBH ADVISORY INC VGT ($671.23) 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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