Modern Wealth Management, LLC Vanguard Information Technolog Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,274 shares of VGT stock, worth $772,515. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,274

Previous 1,274 -0.0%

Holding current value

$772,515

Previous $691 Million 99.9%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$542.38 - $646.34 $144,815 - $172,572	267 Added 26.51%	1,274 $691 Million
Q4 2024 May 30, 2025	SELL	$571.78 - $647.97 $129,794 - $147,089	-227 Reduced 17.82%	1,047 $651,000
Q4 2024 May 29, 2025	SELL	$571.78 - $647.97 $132,652 - $150,329	-232 Reduced 18.21%	1,042 $647,000
Q4 2024 Feb 11, 2025	BUY	$571.78 - $647.97 $33,735 - $38,230	59 Added 6.22%	1,007 $633 Million
Q3 2024 May 30, 2025	SELL	$514.43 - $606.85 $172,848 - $203,901	-336 Reduced 26.37%	938 $550,000
Q3 2024 May 29, 2025	SELL	$514.43 - $606.85 $175,420 - $206,935	-341 Reduced 26.77%	933 $547,000
Q3 2024 Nov 05, 2024	BUY	$514.43 - $606.85 $70,991 - $83,745	138 Added 17.04%	948 $556 Million
Q2 2024 May 29, 2025	SELL	$479.9 - $588.82 $227,472 - $279,100	-474 Reduced 37.21%	800 $461,000
Q2 2024 Aug 07, 2024	SELL	$479.9 - $588.82 $2,879 - $3,532	-6 Reduced 0.74%	810 $467 Million
Q1 2024 May 28, 2025	SELL	$462.18 - $530.16 $223,232 - $256,067	-483 Reduced 37.91%	791 $415 Million
Q1 2024 May 13, 2024	BUY	$462.18 - $530.16 $377,138 - $432,610	816 New	816 $421 Million
Q4 2023 May 28, 2025	SELL	$399.56 - $486.79 $262,111 - $319,334	-656 Reduced 51.49%	618 $299 Million

Others Institutions Holding VGT

# of Institutions

1,841

Shares Held

50.6M

Call Options Held

1.12M

Put Options Held

480K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Modern Wealth Management, LLC Vanguard Information Technolog Transaction History