Perfromance Wealth Partners, LLC Vanguard Information Technolog Transaction History

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,070 shares of VGT stock, worth $604,132. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,070
Previous 1,062 0.75%
Holding current value
$604,132
Previous $622,000 6.91%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$571.78 - $647.97 $4,574 - $5,183
8 Added 0.75%
1,070 $665,000
Q3 2024

Oct 10, 2024
BUY
$514.43 - $606.85 $24,178 - $28,521
47 Added 4.63%
1,062 $622,000
Q2 2024

Jul 19, 2024
SELL
$479.9 - $588.82 $13,437 - $16,486
-28 Reduced 2.68%
1,015 $585,000
Q1 2024

Apr 30, 2024
BUY
$462.18 - $530.16 $5,083 - $5,831
11 Added 1.07%
1,043 $546,000
Q3 2023

Oct 30, 2023
SELL
$409.4 - $459.58 $16,376 - $18,383
-40 Reduced 3.73%
1,032 $428,000
Q1 2023

Apr 20, 2023
SELL
$311.14 - $385.47 $86,185 - $106,775
-277 Reduced 20.53%
1,072 $413,000
Q4 2022

Jan 19, 2023
BUY
$300.84 - $349.17 $31,287 - $36,313
104 Added 8.35%
1,349 $0
Q3 2022

Oct 17, 2022
BUY
$307.37 - $391.03 $118,644 - $150,937
386 Added 44.94%
1,245 $383,000
Q4 2021

Feb 03, 2022
BUY
$396.99 - $466.1 $341,014 - $400,379
859 New
859 $394,000

Others Institutions Holding VGT

# of Institutions
1,854
Shares Held
51.4M
Call Options Held
1.14M
Put Options Held
348K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
Track This Portfolio

Track Perfromance Wealth Partners, LLC Portfolio

Follow Perfromance Wealth Partners, 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 Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email