Ivc Wealth Advisors LLC Vanguard Information Technolog Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 987 shares of VGT stock, worth $627,238. This represents 0.32% of its overall portfolio holdings.

Number of Shares

987

Previous 992 0.5%

Holding current value

$627,238

Previous $571,000 1.23%

% of portfolio

0.32%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$514.43 - $606.85 $2,572 - $3,034	-5 Reduced 0.5%	987 $578,000
Q2 2024 Jul 16, 2024	SELL	$479.9 - $588.82 $479 - $588	-1 Reduced 0.1%	992 $571,000
Q1 2024 Apr 19, 2024	SELL	$462.18 - $530.16 $46,218 - $53,016	-100 Reduced 9.15%	993 $520,000
Q2 2023 Jul 13, 2023	SELL	$368.4 - $443.39 $5,526 - $6,650	-15 Reduced 1.35%	1,093 $483,000
Q3 2022 Oct 12, 2022	BUY	$307.37 - $391.03 $5,532 - $7,038	18 Added 1.65%	1,108 $341,000
Q2 2022 Jul 11, 2022	BUY	$315.97 - $423.43 $6,319 - $8,468	20 Added 1.87%	1,090 $356,000
Q1 2022 Apr 27, 2022	BUY	$366.81 - $462.0 $9,170 - $11,550	25 Added 2.39%	1,070 $446,000
Q4 2021 Jan 13, 2022	BUY	$396.99 - $466.1 $1,984 - $2,330	5 Added 0.48%	1,045 $479,000
Q3 2021 Oct 08, 2021	BUY	$397.41 - $429.35 $37,753 - $40,788	95 Added 10.05%	1,040 $417,000
Q2 2021 Jul 13, 2021	BUY	$351.88 - $400.08 $121,398 - $138,027	345 Added 57.5%	945 $377,000
Q1 2021 Apr 20, 2021	SELL	$339.41 - $380.61 $68,560 - $76,883	-202 Reduced 25.19%	600 $215,000
Q4 2020 Feb 01, 2021	BUY	$297.99 - $355.36 $238,987 - $284,998	802 New	802 $284,000

Others Institutions Holding VGT

# of Institutions

1,689

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Ivc Wealth Advisors LLC Vanguard Information Technolog Transaction History