Wealth Plan Investment Management, LLC Vanguard Information Technolog Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 596 shares of VGT stock, worth $367,940. This represents 0.04% of its overall portfolio holdings.

Number of Shares
596
Previous 561 6.24%
Holding current value
$367,940
Previous $329,000 12.46%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 30, 2025
BUY
$571.78 - $647.97 $20,012 - $22,678
35 Added 6.24%
596 $370,000
Q3 2024

Nov 05, 2024
BUY
$514.43 - $606.85 $288,595 - $340,442
561 New
561 $329,000
Q3 2023

Nov 09, 2023
BUY
$409.4 - $459.58 $204,290 - $229,330
499 New
499 $207,000

Others Institutions Holding VGT

# of Institutions
1,763
Shares Held
50.2M
Call Options Held
856K
Put Options Held
237K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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