Palo Alto Wealth Advisors, LLC Vanguard Information Technolog Transaction History
Palo Alto Wealth Advisors, LLC
- $256 Billion
- Q1 2025
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 377 shares of VGT stock, worth $263,654. This represents 0.09% of its overall portfolio holdings.
Number of Shares
377
Previous 377
-0.0%
Holding current value
$263,654
Previous $234 Million
1.66%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VGT
# of Institutions
1,952Shares Held
54MCall Options Held
1.12MPut Options Held
467K-
Bank Of America Corp Charlotte, NC15.7MShares$11 Billion0.7% of portfolio
-
Jpmorgan Chase & CO New York, NY6.13MShares$4.28 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.06MShares$1.44 Billion0.08% of portfolio
-
Ubs Group Ag1.8MShares$1.26 Billion0.18% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.54MShares$1.08 Billion5.08% of portfolio