Wealthspan Partners, LLC Vanguard Information Technolog Transaction History

Wealthspan Partners, LLC

$198 Million
Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealthspan Partners, LLC holds 370 shares of VGT stock, worth $238,446. This represents 0.11% of its overall portfolio holdings.

Number of Shares

370

Previous 386 4.15%

Holding current value

$238,446

Previous $222,000 2.25%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$514.43 - $606.85 $8,230 - $9,709	-16 Reduced 4.15%	370 $217,000
Q2 2024 Jul 19, 2024	SELL	$479.9 - $588.82 $5,278 - $6,477	-11 Reduced 2.77%	386 $222,000
Q1 2024 Apr 29, 2024	SELL	$462.18 - $530.16 $15,714 - $18,025	-34 Reduced 7.89%	397 $208,000
Q4 2023 Jan 29, 2024	BUY	$399.56 - $486.79 $172,210 - $209,806	431 New	431 $208,000
Q2 2023 Aug 08, 2023	BUY	$368.4 - $443.39 $171,306 - $206,176	465 New	465 $205,000
Q2 2022 Aug 11, 2022	BUY	$315.97 - $423.43 $24,329 - $32,604	77 Added 14.23%	618 $202,000
Q1 2022 May 12, 2022	SELL	$366.81 - $462.0 $25,676 - $32,340	-70 Reduced 11.46%	541 $225,000
Q4 2021 Feb 15, 2022	BUY	$396.99 - $466.1 $242,560 - $284,787	611 New	611 $280,000

Others Institutions Holding VGT

# of Institutions

1,689

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Wealthspan Partners, LLC Vanguard Information Technolog Transaction History