Key Client Fiduciary Advisors, LLC Vanguard Information Technolog Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 569 shares of VGT stock, worth $366,692. This represents 0.17% of its overall portfolio holdings.

Number of Shares

569

Previous 568 0.18%

Holding current value

$366,692

Previous $327,000 1.83%

% of portfolio

0.17%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$514.43 - $606.85 $514 - $606	1 Added 0.18%	569 $333,000
Q4 2023 Jan 09, 2024	BUY	$399.56 - $486.79 $1,198 - $1,460	3 Added 0.53%	568 $274,000
Q3 2023 Nov 14, 2023	SELL	$409.4 - $459.58 $26,201 - $29,413	-64 Reduced 10.17%	565 $234,000
Q2 2023 Jul 13, 2023	SELL	$368.4 - $443.39 $24,314 - $29,263	-66 Reduced 9.5%	629 $278,000
Q1 2023 Apr 25, 2023	SELL	$311.14 - $385.47 $59,738 - $74,010	-192 Reduced 21.65%	695 $267,000
Q4 2022 Jan 17, 2023	BUY	$300.84 - $349.17 $266,845 - $309,713	887 New	887 $0
Q2 2022 Jul 19, 2022	SELL	$315.97 - $423.43 $172,835 - $231,616	-547 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$366.81 - $462.0 $733 - $924	2 Added 0.37%	547 $228,000
Q4 2021 Mar 01, 2022	BUY	$396.99 - $466.1 $216,359 - $254,024	545 New	545 $250,000

Others Institutions Holding VGT

# of Institutions

1,689

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

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About VANGUARD INFORMATION TECHNOLOG

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Key Client Fiduciary Advisors, LLC Vanguard Information Technolog Transaction History