Leonard Rickey Investment Advisors P.L.L.C. Vanguard Information Technolog Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$434 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 16, 2020	SELL	$279.37 - $338.36 $263,725 - $319,411	-944 Closed	0 $0
Q2 2020 Jul 21, 2020	SELL	$201.88 - $278.76 $14,333 - $19,791	-71 Reduced 7.0%	944 $263,000
Q1 2020 Apr 28, 2020	SELL	$185.49 - $273.21 $45,445 - $66,936	-245 Reduced 19.44%	1,015 $215,000
Q4 2019 Jan 07, 2020	BUY	$209.61 - $245.73 $264,108 - $309,619	1,260 New	1,260 $308,000

Others Institutions Holding VGT

# of Institutions

1,752

Shares Held

50.2M

Call Options Held

856K

Put Options Held

237K

Bank Of America Corp Charlotte, NC

15.9M
Shares

$9.8 Billion
0.79% of portfolio
Jpmorgan Chase & CO New York, NY

5.49M
Shares

$3.39 Billion
0.26% of portfolio
Morgan Stanley New York, NY

2.01M
Shares

$1.24 Billion
0.09% of portfolio
Ubs Group Ag

1.82M
Shares

$1.12 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$845 Million
0.19% of portfolio

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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