National Wealth Management Group, LLC Vanguard Information Technolog Transaction History

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,083 shares of VGT stock, worth $2.86 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

4,083

Previous 4,066 0.42%

Holding current value

$2.86 Million

Previous $2.53 Billion 12.41%

% of portfolio

1.46%

Previous 1.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$542.38 - $646.34 $9,220 - $10,987	17 Added 0.42%	4,083 $2.21 Billion
Q4 2024 Feb 12, 2025	BUY	$571.78 - $647.97 $65,182 - $73,868	114 Added 2.88%	4,066 $2.53 Billion
Q3 2024 Nov 13, 2024	SELL	$514.43 - $606.85 $37,553 - $44,300	-73 Reduced 1.81%	3,952 $2.32 Billion
Q2 2024 Aug 09, 2024	SELL	$479.9 - $588.82 $20,635 - $25,319	-43 Reduced 1.06%	4,025 $2.32 Billion
Q1 2024 May 17, 2024	BUY	$462.18 - $530.16 $18,949 - $21,736	41 Added 1.02%	4,068 $2.13 Billion
Q4 2023 Feb 01, 2024	BUY	$399.56 - $486.79 $11,187 - $13,630	28 Added 0.7%	4,027 $1.95 Billion
Q3 2023 Nov 13, 2023	BUY	$409.4 - $459.58 $1,637 - $1,838	4 Added 0.1%	3,999 $1.66 Billion
Q1 2023 May 15, 2023	BUY	$311.14 - $385.47 $1.24 Million - $1.54 Million	3,995 New	3,995 $1.54 Billion
Q4 2022 Nov 17, 2023	BUY	$300.84 - $349.17 $3,910 - $4,539	13 Added 0.33%	3,966 $1.27 Billion
Q3 2022 Nov 17, 2023	SELL	$307.37 - $391.03 $14,139 - $17,987	-46 Reduced 1.15%	3,953 $1.21 Billion
Q2 2022 Nov 17, 2023	SELL	$315.97 - $423.43 $92,263 - $123,641	-292 Reduced 6.94%	3,913 $1.28 Billion
Q1 2022 Nov 17, 2023	BUY	$366.81 - $462.0 $58,322 - $73,458	159 Added 3.93%	4,205 $1.75 Billion
Q4 2021 Nov 17, 2023	BUY	$396.99 - $466.1 $18,658 - $21,906	47 Added 1.18%	4,046 $1.85 Billion

Others Institutions Holding VGT

# of Institutions

1,959

Shares Held

55.4M

Call Options Held

1.12M

Put Options Held

467K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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National Wealth Management Group, LLC Vanguard Information Technolog Transaction History