Capital Advisors Wealth Management, LLC Vanguard Information Technolog Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 37,620 shares of VGT stock, worth $23.6 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
37,620
Previous 37,282 0.91%
Holding current value
$23.6 Million
Previous $21.9 Million 6.98%
% of portfolio
4.21%
Previous 4.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$571.78 - $647.97 $193,261 - $219,013
338 Added 0.91%
37,620 $23.4 Million
Q3 2024

Oct 15, 2024
SELL
$514.43 - $606.85 $1.75 Million - $2.06 Million
-3,398 Reduced 8.35%
37,282 $21.9 Million
Q2 2024

Jul 16, 2024
SELL
$479.9 - $588.82 $2.73 Million - $3.36 Million
-5,698 Reduced 12.29%
40,680 $23.5 Million
Q1 2024

Apr 12, 2024
SELL
$462.18 - $530.16 $8.96 Million - $10.3 Million
-19,377 Reduced 29.47%
46,378 $24.3 Million
Q4 2023

Jan 08, 2024
SELL
$399.56 - $486.79 $659,274 - $803,203
-1,650 Reduced 2.45%
65,755 $31.8 Million
Q3 2023

Oct 10, 2023
BUY
$409.4 - $459.58 $2.78 Million - $3.13 Million
6,802 Added 11.22%
67,405 $28 Million
Q2 2023

Jul 11, 2023
BUY
$368.4 - $443.39 $4.05 Million - $4.88 Million
11,000 Added 22.18%
60,603 $26.8 Million
Q1 2023

Apr 14, 2023
BUY
$311.14 - $385.47 $3.41 Million - $4.22 Million
10,949 Added 28.33%
49,603 $19.1 Million
Q4 2022

Feb 09, 2023
BUY
$300.84 - $349.17 $214,498 - $248,958
713 Added 1.88%
38,654 $12.3 Million
Q3 2022

Nov 14, 2022
BUY
$307.37 - $391.03 $51,638 - $65,693
168 Added 0.44%
37,941 $11.7 Million
Q2 2022

Aug 04, 2022
BUY
$315.97 - $423.43 $2.18 Million - $2.93 Million
6,914 Added 22.41%
37,773 $12.3 Million
Q1 2022

May 09, 2022
SELL
$366.81 - $462.0 $1.48 Million - $1.86 Million
-4,027 Reduced 11.54%
30,859 $12.9 Million
Q4 2021

Feb 04, 2022
BUY
$396.99 - $466.1 $891,242 - $1.05 Million
2,245 Added 6.88%
34,886 $16 Million
Q3 2021

Nov 12, 2021
BUY
$397.41 - $429.35 $587,769 - $635,008
1,479 Added 4.75%
32,641 $13.1 Million
Q2 2021

Aug 13, 2021
BUY
$351.88 - $400.08 $730,502 - $830,566
2,076 Added 7.14%
31,162 $12.4 Million
Q1 2021

Apr 20, 2021
BUY
$339.41 - $380.61 $9.87 Million - $11.1 Million
29,086 New
29,086 $10.4 Million

Others Institutions Holding VGT

# of Institutions
1,833
Shares Held
52.1M
Call Options Held
857K
Put Options Held
237K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
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