Confluence Wealth Services, Inc. Vanguard Information Technolog Transaction History

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,737 shares of VGT stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,737

Previous 1,811 4.09%

Holding current value

$1.2 Million

Previous $982,000 17.31%

% of portfolio

0.07%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$470.37 - $663.28 $34,807 - $49,082	-74 Reduced 4.09%	1,737 $1.15 Million
Q1 2025 Apr 24, 2025	BUY	$542.38 - $646.34 $232,681 - $277,279	429 Added 31.04%	1,811 $982,000
Q4 2024 Jan 27, 2025	SELL	$571.78 - $647.97 $177,823 - $201,518	-311 Reduced 18.37%	1,382 $859,000
Q3 2024 Oct 29, 2024	SELL	$514.43 - $606.85 $194,454 - $229,389	-378 Reduced 18.25%	1,693 $992,000
Q1 2024 Apr 22, 2024	SELL	$462.18 - $530.16 $191,342 - $219,486	-414 Reduced 16.66%	2,071 $1.09 Million
Q4 2023 Jan 25, 2024	BUY	$399.56 - $486.79 $2,397 - $2,920	6 Added 0.24%	2,485 $1.2 Million
Q3 2023 Nov 01, 2023	BUY	$409.4 - $459.58 $67,141 - $75,371	164 Added 7.08%	2,479 $1.03 Million
Q1 2023 May 11, 2023	SELL	$311.14 - $385.47 $50,093 - $62,060	-161 Reduced 6.5%	2,315 $892,000
Q4 2022 Feb 10, 2023	BUY	$300.84 - $349.17 $33,694 - $39,107	112 Added 4.74%	2,476 $790,000
Q3 2022 Nov 08, 2022	SELL	$307.37 - $391.03 $160,754 - $204,508	-523 Reduced 18.12%	2,364 $726,000
Q2 2022 Aug 15, 2022	BUY	$315.97 - $423.43 $99,530 - $133,380	315 Added 12.25%	2,887 $1.1 Million
Q1 2022 Apr 26, 2022	BUY	$366.81 - $462.0 $4,401 - $5,544	12 Added 0.47%	2,572 $1.07 Million
Q4 2021 Feb 10, 2022	BUY	$396.99 - $466.1 $1.02 Million - $1.19 Million	2,560 New	2,560 $1.17 Million

Others Institutions Holding VGT

# of Institutions

1,932

Shares Held

52.3M

Call Options Held

1.12M

Put Options Held

467K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Confluence Wealth Services, Inc. Vanguard Information Technolog Transaction History