Wiser Wealth Management, Inc VGT Holdings History
Number of Shares
36,103.00
Current Holdings Value*
$19.58 Mil
% of Portfolio
5.49%
Total Estimate Gain
$9.71 Mil
% of Total Estimate Gain
67.07%
Wiser Wealth Management, Inc's Vanguard Information Technology ETF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 36,103.00 shares of Vanguard Information Technology ETF(VGT), totaling $19.58 Mil. This investment constitutes 5.49% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0.02% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2020Q4. And since then Wiser Wealth Management, Inc has made 17 purchases of VGT, at an average price of $401.09, for a total of 36,103.00 shares. Based on historical transaction data and VGT's current price of $670.09, Wiser Wealth Management, Inc's estimated gain on his VGT holdings is $9.71 Mil, reflecting a 67.07% gain to date.
Wiser Wealth Management, Inc VGT ($670.09) Holding Chart
Wiser Wealth Management, Inc VGT ($670.09) 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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