Jeppson Wealth Management, LLC Vanguard Information Technolog Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 463 shares of VGT stock, worth $298,380. This represents 0.1% of its overall portfolio holdings.

Number of Shares

463

Previous 462 0.22%

Holding current value

$298,380

Previous $266,000 1.88%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$514.43 - $606.85 $514 - $606	1 Added 0.22%	463 $271,000
Q2 2024 Aug 05, 2024	SELL	$479.9 - $588.82 $2,399 - $2,944	-5 Reduced 1.07%	462 $266,000
Q1 2024 Apr 17, 2024	SELL	$462.18 - $530.16 $1,848 - $2,120	-4 Reduced 0.85%	467 $244,000
Q4 2023 Jan 11, 2024	BUY	$399.56 - $486.79 $188,192 - $229,278	471 New	471 $227,000
Q2 2023 Jul 31, 2023	BUY	$368.4 - $443.39 $172,779 - $207,949	469 New	469 $207,000
Q1 2022 Apr 27, 2022	SELL	$366.81 - $462.0 $174,601 - $219,912	-476 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$396.99 - $466.1 $188,967 - $221,863	476 New	476 $218,000
Q4 2020 Mar 05, 2021	SELL	$297.99 - $355.36 $140,949 - $168,085	-473 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$279.37 - $338.36 $132,142 - $160,044	473 New	473 $147,000

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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Jeppson Wealth Management, LLC Vanguard Information Technolog Transaction History