Number of Shares
12,607.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
2.23%
Total Estimate Gain
$294,707.69
% of Total Estimate Gain
14.58%

Wall Street Financial Group, Inc.'s Vanguard Utilities ETF Holding Summary

As of 2025-03-31, Wall Street Financial Group, Inc. held 12,607.00 shares of Vanguard Utilities ETF(VPU), totaling $2.15 Mil. This investment constitutes 2.23% of their stock portfolio, and Wall Street Financial Group, Inc. now holds 0.03% of the outstanding Vanguard Utilities ETF(VPU) stock.

The initial trade took place in 2024Q2. And since then Wall Street Financial Group, Inc. has made 3 purchases of VPU, at an average price of $160.38, for a total of 12,607.00 shares. Based on historical transaction data and VPU's current price of $183.76, Wall Street Financial Group, Inc.'s estimated gain on his VPU holdings is $294,707.69, reflecting a 14.58% gain to date.

Wall Street Financial Group, Inc. VPU ($183.76) Holding Chart

Wall Street Financial Group, Inc. VPU ($183.76) 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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