Peak Financial Management, Inc. Vanguard Information Technolog Transaction History

Peak Financial Management, Inc.

$303 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	N/A	-959 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	N/A	-75 Reduced 7.25%	959 $344,000
Q4 2020 Jan 26, 2021	BUY	N/A	75 Added 7.82%	1,034 $366,000
Q1 2020 Apr 29, 2020	BUY	N/A	109 Added 12.82%	959 $203,000
Q4 2019 Jan 31, 2020	BUY	N/A	850 New	850 $208,000

Q3 2019 Oct 29, 2019	SELL	N/A	-1,595 Closed	0 $0
Q2 2019 Aug 01, 2019	SELL	N/A	-375 Reduced 19.04%	1,595 $336,000
Q1 2019 May 01, 2019	SELL	N/A	-33 Reduced 1.65%	1,970 $395,000
Q2 2018 Jul 19, 2018	SELL	N/A	-67 Reduced 3.24%	2,003 $363,000
Q1 2018 May 08, 2018	SELL	N/A	-70 Reduced 3.27%	2,070 $354,000
Q4 2017 Feb 08, 2018	SELL	N/A	-296 Reduced 12.15%	2,140 $353,000
Q3 2017 Oct 30, 2017	SELL	N/A	-96,568 Reduced 97.54%	2,436 $370,000
Q2 2017 Aug 14, 2017	BUY	N/A	99,004	99,004 $13.9 Million

Others Institutions Holding VGT

# of Institutions

1,529

Shares Held

47.3M

Call Options Held

335K

Put Options Held

294K

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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