Concentrum Wealth Management Vanguard Information Technolog Transaction History
Concentrum Wealth Management
- $270 Billion
- Q1 2025
A detailed history of Concentrum Wealth Management transactions in Vanguard Information Technolog stock. As of the latest transaction made, Concentrum Wealth Management holds 4,447 shares of VGT stock, worth $3.34 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
4,447
Previous 3,415
30.22%
Holding current value
$3.34 Million
Previous $2.12 Billion
13.59%
% of portfolio
0.89%
Previous 0.75%
Shares
10 transactions
Others Institutions Holding VGT
# of Institutions
1,985Shares Held
55.7MCall Options Held
877KPut Options Held
443K-
Bank Of America Corp Charlotte, NC15.4MShares$11.6 Billion0.77% of portfolio
-
Jpmorgan Chase & CO New York, NY6.13MShares$4.6 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.05MShares$1.54 Billion0.09% of portfolio
-
Ubs Group Ag1.8MShares$1.35 Billion0.21% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.54MShares$1.16 Billion5.08% of portfolio