Castle Rock Wealth Management, LLC Vanguard Information Technolog Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 360 shares of VGT stock, worth $272,253. This represents 0.07% of its overall portfolio holdings.

Number of Shares
360
Previous 360 -0.0%
Holding current value
$272,253
Previous $238,000 12.61%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$470.37 - $663.28 $169,333 - $238,780
360 New
360 $238,000
Q3 2024

Oct 09, 2024
BUY
$514.43 - $606.85 $514 - $606
1 Added 0.28%
359 $210,000
Q2 2024

Jul 12, 2024
BUY
$479.9 - $588.82 $171,804 - $210,797
358 New
358 $206,000

Others Institutions Holding VGT

# of Institutions
2,086
Shares Held
55.2M
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
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email