Collaborative Wealth Managment Inc. Vanguard Information Technolog Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 885 shares of VGT stock, worth $664,165. This represents 0.26% of its overall portfolio holdings.

Number of Shares
885
Previous 885 -0.0%
Holding current value
$664,165
Previous $480,000 22.29%
% of portfolio
0.26%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$542.38 - $646.34 $35,254 - $42,012
-65 Reduced 6.84%
885 $480,000
Q4 2024

Feb 10, 2025
SELL
$571.78 - $647.97 $3,430 - $3,887
-6 Reduced 0.63%
950 $590,000
Q3 2024

Nov 12, 2024
SELL
$514.43 - $606.85 $3,086 - $3,641
-6 Reduced 0.62%
956 $560,000
Q1 2024

May 10, 2024
SELL
$462.18 - $530.16 $2,310 - $2,650
-5 Reduced 0.52%
962 $504,000
Q4 2023

Feb 07, 2024
SELL
$399.56 - $486.79 $5,593 - $6,815
-14 Reduced 1.43%
967 $468,000
Q3 2023

Nov 09, 2023
SELL
$409.4 - $459.58 $19,651 - $22,059
-48 Reduced 4.66%
981 $407,000
Q2 2023

Aug 07, 2023
SELL
$368.4 - $443.39 $41,997 - $50,546
-114 Reduced 9.97%
1,029 $454,000
Q1 2023

May 08, 2023
SELL
$311.14 - $385.47 $34,225 - $42,401
-110 Reduced 8.78%
1,143 $440,000
Q4 2022

Feb 10, 2023
SELL
$300.84 - $349.17 $5,114 - $5,935
-17 Reduced 1.34%
1,253 $400,000
Q2 2022

Aug 15, 2022
SELL
$315.97 - $423.43 $16,430 - $22,018
-52 Reduced 3.93%
1,270 $415,000
Q4 2021

Feb 11, 2022
BUY
$396.99 - $466.1 $7,145 - $8,389
18 Added 1.38%
1,322 $606,000
Q1 2021

May 12, 2022
BUY
$339.41 - $380.61 $442,590 - $496,315
1,304 New
1,304 $543,000

Others Institutions Holding VGT

# of Institutions
2,006
Shares Held
54.6M
Call Options Held
877K
Put Options Held
443K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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