Vista Wealth Management Group, LLC Vanguard Information Technolog Transaction History

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 653 shares of VGT stock, worth $404,794. This represents 0.03% of its overall portfolio holdings.

Number of Shares
653
Previous 957 31.77%
Holding current value
$404,794
Previous $561,000 27.63%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 27, 2025
SELL
$571.78 - $647.97 $173,821 - $196,982
-304 Reduced 31.77%
653 $406,000
Q3 2023

Nov 14, 2023
BUY
$409.4 - $459.58 $391,795 - $439,818
957 New
957 $397,000
Q2 2022

Jul 14, 2022
SELL
$315.97 - $423.43 $339,035 - $454,340
-1,073 Closed
0 $0
Q1 2022

May 04, 2022
SELL
$366.81 - $462.0 $23,842 - $30,030
-65 Reduced 5.71%
1,073 $447,000
Q4 2021

Jan 19, 2022
BUY
$396.99 - $466.1 $30,568 - $35,889
77 Added 7.26%
1,138 $521,000
Q2 2021

Jul 27, 2021
BUY
$351.88 - $400.08 $373,344 - $424,484
1,061 New
1,061 $423,000

Others Institutions Holding VGT

# of Institutions
1,745
Shares Held
50.2M
Call Options Held
857K
Put Options Held
238K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, 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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email