Wealth Group Ltd VGT Holdings History
Number of Shares
39,551.00
Current Holdings Value*
$21.45 Mil
% of Portfolio
6.29%
Total Estimate Gain
$8.33 Mil
% of Total Estimate Gain
45.82%
Wealth Group Ltd's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Wealth Group Ltd held 39,551.00 shares of Vanguard Information Technology ETF(VGT), totaling $21.45 Mil. This investment constitutes 6.29% of their stock portfolio, and Wealth Group Ltd now holds 0.02% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 5 purchases of VGT, at an average price of $459.71, for a total of 39,551.00 shares. Based on historical transaction data and VGT's current price of $670.33, Wealth Group Ltd's estimated gain on his VGT holdings is $8.33 Mil, reflecting a 45.82% gain to date.
Wealth Group Ltd VGT ($670.33) Holding Chart
Wealth Group Ltd VGT ($670.33) 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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