Wealth Effects LLC Vanguard Information Technolog Transaction History

Wealth Effects LLC

  • $269 Million
  • Q1 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealth Effects LLC holds 941 shares of VGT stock, worth $551,538. This represents 0.18% of its overall portfolio holdings.

Number of Shares
941
Previous 891 5.61%
Holding current value
$551,538
Previous $431,000 14.39%
% of portfolio
0.18%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$462.18 - $530.16 $23,109 - $26,508
50 Added 5.61%
941 $493,000
Q4 2023

Jan 29, 2024
SELL
$399.56 - $486.79 $8,390 - $10,222
-21 Reduced 2.3%
891 $431,000
Q2 2023

Jul 18, 2023
BUY
$368.4 - $443.39 $9,946 - $11,971
27 Added 3.05%
912 $403,000
Q1 2023

May 04, 2023
SELL
$311.14 - $385.47 $38,581 - $47,798
-124 Reduced 12.29%
885 $341,000
Q4 2022

Feb 02, 2023
BUY
$307.9 - $349.17 $17,550 - $19,902
57 Added 5.99%
1,009 $322,000
Q1 2022

May 16, 2022
SELL
N/A
-40 Reduced 4.03%
952 $397,000
Q4 2021

Feb 09, 2022
BUY
N/A
992 New
992 $455,000

Others Institutions Holding VGT

# of Institutions
1,526
Shares Held
47.3M
Call Options Held
335K
Put Options Held
294K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
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