A detailed history of Marcum Wealth, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,294 shares of VGT stock, worth $758,892. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,294
Previous 1,338 3.29%
Holding current value
$758,892
Previous $771,000 1.69%
% of portfolio
0.07%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$514.43 - $606.85 $22,634 - $26,701
-44 Reduced 3.29%
1,294 $758,000
Q2 2024

Jul 02, 2024

BUY
$479.9 - $588.82 $28,314 - $34,740
59 Added 4.61%
1,338 $771,000
Q3 2023

Oct 10, 2023

BUY
$409.4 - $459.58 $4,094 - $4,595
10 Added 0.79%
1,279 $530,000
Q2 2023

Jul 13, 2023

BUY
$368.4 - $443.39 $14,736 - $17,735
40 Added 3.25%
1,269 $561,000
Q1 2023

Apr 19, 2023

SELL
$311.14 - $385.47 $2,177 - $2,698
-7 Reduced 0.57%
1,229 $473,000
Q4 2022

Jan 12, 2023

BUY
$300.84 - $349.17 $160,949 - $186,805
535 Added 76.32%
1,236 $0
Q3 2022

Oct 11, 2022

BUY
$307.37 - $391.03 $215,466 - $274,112
701 New
701 $215,000

Others Institutions Holding VGT

About VANGUARD INFORMATION TECHNOLOG


  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.