Surevest, LLC Vanguard Information Technolog Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Surevest, LLC holds 400 shares of VGT stock, worth $248,632. This represents 0.03% of its overall portfolio holdings.

Number of Shares

400

Previous 368 8.7%

Holding current value

$248,632

Previous $120,000 2.5%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$307.37 - $391.03 $9,835 - $12,512	32 Added 8.7%	400 $123,000
Q2 2022 Aug 15, 2022	SELL	$315.97 - $423.43 $315 - $423	-1 Reduced 0.27%	368 $120,000
Q1 2022 May 16, 2022	SELL	$366.81 - $462.0 $366 - $462	-1 Reduced 0.27%	369 $154,000
Q4 2021 Feb 11, 2022	BUY	$396.99 - $466.1 $146,886 - $172,457	370 New	370 $170,000
Q1 2021 Apr 19, 2021	SELL	$339.41 - $380.61 $199,912 - $224,179	-589 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$297.99 - $355.36 $175,516 - $209,307	589 New	589 $208,000
Q1 2020 Apr 16, 2020	SELL	$185.49 - $273.21 $189,385 - $278,947	-1,021 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$209.61 - $245.73 $419 - $491	2 Added 0.2%	1,021 $250,000
Q3 2019 Oct 15, 2019	SELL	$213.22 - $219.09 $16,204 - $16,650	-76 Reduced 6.94%	1,019 $220,000
Q2 2019 Jul 10, 2019	SELL	N/A	-719 Reduced 39.64%	1,095 $231,000
Q1 2019 Apr 09, 2019	SELL	N/A	-190 Reduced 9.48%	1,814 $364,000
Q4 2018 Feb 20, 2019	BUY	N/A	2,004 New	2,004 $334,000

Others Institutions Holding VGT

# of Institutions

1,686

Shares Held

48.1M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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