Cassady Schiller Wealth Management, LLC Vanguard Information Technolog Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 628 shares of VGT stock, worth $474,931. This represents 0.15% of its overall portfolio holdings.

Number of Shares
628
Previous 628 -0.0%
Holding current value
$474,931
Previous $368,000 5.98%
% of portfolio
0.15%
Previous 0.14%

Shares

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

May 13, 2024
BUY
$462.18 - $530.16 $12,941 - $14,844
28 Added 4.67%
628 $329,000
Q4 2022

Feb 13, 2023
BUY
$300.84 - $349.17 $180,503 - $209,502
600 New
600 $191,000
Q2 2022

Aug 11, 2022
SELL
$315.97 - $423.43 $189,582 - $254,058
-600 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$396.99 - $466.1 $238,194 - $279,660
600 New
600 $275,000

Others Institutions Holding VGT

# of Institutions
2,124
Shares Held
55.3M
Call Options Held
410K
Put Options Held
310K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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