Shira Ridge Wealth Management Vanguard Information Technolog Transaction History

Shira Ridge Wealth Management

$201 Billion
Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Vanguard Information Technolog stock. As of the latest transaction made, Shira Ridge Wealth Management holds 5,505 shares of VGT stock, worth $2.97 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

5,505

Previous 5,778 4.72%

Holding current value

$2.97 Million

Previous $3.59 Billion 16.89%

% of portfolio

1.49%

Previous 1.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$542.38 - $646.34 $148,069 - $176,450	-273 Reduced 4.72%	5,505 $2.99 Billion
Q4 2024 Jan 13, 2025	BUY	$571.78 - $647.97 $23,442 - $26,566	41 Added 0.71%	5,778 $3.59 Billion
Q3 2024 Oct 10, 2024	BUY	$514.43 - $606.85 $10,803 - $12,743	21 Added 0.37%	5,737 $3.36 Billion
Q2 2024 Jul 11, 2024	SELL	$479.9 - $588.82 $61,427 - $75,368	-128 Reduced 2.19%	5,716 $3.3 Billion
Q1 2024 Apr 18, 2024	SELL	$462.18 - $530.16 $262,980 - $301,661	-569 Reduced 8.87%	5,844 $3.06 Billion
Q4 2023 Jan 10, 2024	BUY	$399.56 - $486.79 $105,483 - $128,512	264 Added 4.29%	6,413 $3.1 Billion
Q3 2023 Oct 10, 2023	SELL	$409.4 - $459.58 $15,966 - $17,923	-39 Reduced 0.63%	6,149 $2.55 Billion
Q2 2023 Jul 12, 2023	BUY	$368.4 - $443.39 $13,262 - $15,962	36 Added 0.59%	6,188 $2.74 Billion
Q1 2023 May 08, 2023	SELL	$311.14 - $385.47 $102,676 - $127,205	-330 Reduced 5.09%	6,152 $2.37 Billion
Q4 2022 Jan 12, 2023	BUY	$300.84 - $349.17 $1.95 Million - $2.26 Million	6,482 New	6,482 $2.07 Billion

Others Institutions Holding VGT

# of Institutions

1,837

Shares Held

50.8M

Call Options Held

1.12M

Put Options Held

466K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Vanguard Information Technolog Transaction History