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
$8.56 Mil
% of Total Estimate Gain
47.06%

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 $676.05, Wealth Group Ltd's estimated gain on his VGT holdings is $8.56 Mil, reflecting a 47.06% gain to date.

Wealth Group Ltd VGT ($676.05) Holding Chart

Wealth Group Ltd VGT ($676.05) 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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