Accretive Wealth Partners, LLC Vanguard Information Technolog Transaction History
Accretive Wealth Partners, LLC
- $312 Million
- Q3 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 1,211 shares of VGT stock, worth $915,830. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,211
Previous 1,211
-0.0%
Holding current value
$915,830
Previous $803,000
12.58%
% of portfolio
0.29%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding VGT
# of Institutions
2,086Shares Held
55.2MCall Options Held
410KPut Options Held
310K-
Bank Of America Corp Charlotte, NC15.1MShares$11.4 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.17MShares$4.66 Billion0.3% of portfolio
-
Jefferies Financial Group Inc. New York, NY2.25MShares$1.7 Billion8.35% of portfolio
-
Morgan Stanley New York, NY2.13MShares$1.61 Billion0.1% of portfolio
-
Ubs Group Ag1.72MShares$1.3 Billion0.21% of portfolio