Jeppson Wealth Management, LLC Vanguard Information Technolog Transaction History

Jeppson Wealth Management, LLC

  • $258 Million
  • Q1 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 467 shares of VGT stock, worth $269,267. This represents 0.09% of its overall portfolio holdings.

Number of Shares
467
Previous 471 0.85%
Holding current value
$269,267
Previous $227,000 7.49%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-476 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
N/A
476 New
476 $218,000
Q4 2020

Mar 05, 2021
SELL
N/A
-473 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
N/A
473 New
473 $147,000

Others Institutions Holding VGT

# of Institutions
1,526
Shares Held
47.3M
Call Options Held
335K
Put Options Held
294K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
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