XML Financial, LLC VGT Holdings History
XML Financial, LLC's Vanguard Information Technology ETF Holding Summary
As of 2025-06-30, XML Financial, LLC held 36,230.00 shares of Vanguard Information Technology ETF(VGT), totaling $24.03 Mil. This investment constitutes 2.08% of their stock portfolio, and XML Financial, LLC now holds 0.03% of the outstanding Vanguard Information Technology ETF(VGT) stock.
The initial trade took place in 2020Q1. And since then XML Financial, LLC has made 21 purchases of VGT, at an average price of $386.13, for a total of 40,101.00 shares. In addition, there have been 1 sales at an average price of $568.51 for 3,871.00 shares. Based on historical transaction data and VGT's current price of $685.53, XML Financial, LLC's estimated gain on his VGT holdings is $11.55 Mil, reflecting a 74.61% gain to date.
XML Financial, LLC VGT ($685.53) Holding Chart
XML Financial, LLC VGT ($685.53) 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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