Palo Alto Wealth Advisors, LLC Vanguard Information Technolog Transaction History
Palo Alto Wealth Advisors, LLC
- $343 Billion
- Q3 2025
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 377 shares of VGT stock, worth $285,110. This represents 0.08% of its overall portfolio holdings.
Number of Shares
377
Previous 377
-0.0%
Holding current value
$285,110
Previous $250 Million
16.59%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding VGT
# of Institutions
2,085Shares Held
55.1MCall Options Held
410KPut Options Held
310K-
Bank Of America Corp Charlotte, NC15.1MShares$11.4 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.17MShares$4.66 Billion0.3% of portfolio
-
Jefferies Financial Group Inc. New York, NY2.25MShares$1.7 Billion8.35% of portfolio
-
Morgan Stanley New York, NY2.13MShares$1.61 Billion0.1% of portfolio
-
Ubs Group Ag1.72MShares$1.3 Billion0.21% of portfolio