Concord Wealth Partners Vanguard Information Technolog Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Information Technolog stock. As of the latest transaction made, Concord Wealth Partners holds 1,028 shares of VGT stock, worth $661,682. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,028
Previous 948 8.44%
Holding current value
$661,682
Previous $556,000 14.93%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Jan 23, 2025
BUY
$571.78 - $647.97 $45,742 - $51,837
80 Added 8.44%
1,028 $639,000
Q3 2024

Oct 24, 2024
SELL
$514.43 - $606.85 $4,115 - $4,854
-8 Reduced 0.84%
948 $556,000
Q2 2024

Jul 31, 2024
SELL
$479.9 - $588.82 $11,037 - $13,542
-23 Reduced 2.35%
956 $551,000
Q1 2024

Apr 30, 2024
SELL
$462.18 - $530.16 $9,705 - $11,133
-21 Reduced 2.1%
979 $513,000
Q4 2023

Apr 30, 2024
SELL
$399.56 - $486.79 $16,781 - $20,445
-42 Reduced 4.03%
1,000 $484,000
Q4 2023

Feb 05, 2024
SELL
$399.56 - $486.79 $16,781 - $20,445
-42 Reduced 4.03%
1,000 $484,000
Q3 2023

Apr 30, 2024
BUY
$409.4 - $459.58 $17,194 - $19,302
42 Added 4.2%
1,042 $432,000
Q3 2023

Oct 25, 2023
SELL
$409.4 - $459.58 $49,946 - $56,068
-122 Reduced 10.48%
1,042 $432,000
Q2 2023

Aug 07, 2023
SELL
$368.4 - $443.39 $3,684 - $4,433
-10 Reduced 0.85%
1,164 $514,000
Q1 2023

Apr 26, 2023
BUY
$311.14 - $385.47 $79,340 - $98,294
255 Added 27.75%
1,174 $452,000
Q4 2022

Jan 27, 2023
BUY
$300.84 - $349.17 $276,471 - $320,887
919 New
919 $293,000
Q2 2022

Aug 04, 2022
BUY
$315.97 - $423.43 $631 - $846
2 Added 0.33%
605 $198,000
Q1 2022

Apr 20, 2022
SELL
$366.81 - $462.0 $43,650 - $54,978
-119 Reduced 16.48%
603 $251,000
Q4 2021

Jan 21, 2022
BUY
$396.99 - $466.1 $231,445 - $271,736
583 Added 419.42%
722 $331,000
Q3 2021

Nov 09, 2021
SELL
$397.41 - $429.35 $63,585 - $68,696
-160 Reduced 53.51%
139 $56,000
Q2 2021

Jul 29, 2021
SELL
$351.88 - $400.08 $86,562 - $98,419
-246 Reduced 45.14%
299 $119,000
Q1 2021

May 13, 2021
BUY
$339.41 - $380.61 $157,825 - $176,983
465 Added 581.25%
545 $195,000
Q4 2020

Feb 16, 2021
BUY
$297.99 - $355.36 $23,839 - $28,428
80 New
80 $28,000

Others Institutions Holding VGT

# of Institutions
1,847
Shares Held
51.6M
Call Options Held
1.14M
Put Options Held
348K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email