Concord Wealth Partners Vanguard Information Technolog Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Vanguard Information Technolog stock. As of the latest transaction made, Concord Wealth Partners holds 1,089 shares of VGT stock, worth $823,567. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,089

Previous 1,117 2.51%

Holding current value

$823,567

Previous $740,000 9.86%

% of portfolio

0.11%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$656.44 - $753.15 $18,380 - $21,088	-28 Reduced 2.51%	1,089 $813,000
Q2 2025 Jul 25, 2025	BUY	$470.37 - $663.28 $4,233 - $5,969	9 Added 0.81%	1,117 $740,000
Q1 2025 May 02, 2025	BUY	$542.38 - $646.34 $43,390 - $51,707	80 Added 7.78%	1,108 $600,000
Q4 2024 Jan 23, 2025	BUY	$571.78 - $647.97 $45,742 - $51,837	80 Added 8.44%	1,028 $639,000
Q3 2024 Oct 24, 2024	SELL	$514.43 - $606.85 $4,115 - $4,854	-8 Reduced 0.84%	948 $556,000

Q2 2024 Jul 31, 2024	SELL	$479.9 - $588.82 $11,037 - $13,542	-23 Reduced 2.35%	956 $551,000
Q1 2024 Apr 30, 2024	SELL	$462.18 - $530.16 $9,705 - $11,133	-21 Reduced 2.1%	979 $513,000
Q4 2023 Apr 30, 2024	SELL	$399.56 - $486.79 $16,781 - $20,445	-42 Reduced 4.03%	1,000 $484,000
Q4 2023 Feb 05, 2024	SELL	$399.56 - $486.79 $16,781 - $20,445	-42 Reduced 4.03%	1,000 $484,000
Q3 2023 Apr 30, 2024	BUY	$409.4 - $459.58 $17,194 - $19,302	42 Added 4.2%	1,042 $432,000
Q3 2023 Oct 25, 2023	SELL	$409.4 - $459.58 $49,946 - $56,068	-122 Reduced 10.48%	1,042 $432,000
Q2 2023 Aug 07, 2023	SELL	$368.4 - $443.39 $3,684 - $4,433	-10 Reduced 0.85%	1,164 $514,000
Q1 2023 Apr 26, 2023	BUY	$311.14 - $385.47 $79,340 - $98,294	255 Added 27.75%	1,174 $452,000
Q4 2022 Jan 27, 2023	BUY	$300.84 - $349.17 $276,471 - $320,887	919 New	919 $293,000
Q2 2022 Aug 04, 2022	BUY	$315.97 - $423.43 $631 - $846	2 Added 0.33%	605 $198,000
Q1 2022 Apr 20, 2022	SELL	$366.81 - $462.0 $43,650 - $54,978	-119 Reduced 16.48%	603 $251,000
Q4 2021 Jan 21, 2022	BUY	$396.99 - $466.1 $231,445 - $271,736	583 Added 419.42%	722 $331,000
Q3 2021 Nov 09, 2021	SELL	$397.41 - $429.35 $63,585 - $68,696	-160 Reduced 53.51%	139 $56,000
Q2 2021 Jul 29, 2021	SELL	$351.88 - $400.08 $86,562 - $98,419	-246 Reduced 45.14%	299 $119,000
Q1 2021 May 13, 2021	BUY	$339.41 - $380.61 $157,825 - $176,983	465 Added 581.25%	545 $195,000
Q4 2020 Feb 16, 2021	BUY	$297.99 - $355.36 $23,839 - $28,428	80 New	80 $28,000

Others Institutions Holding VGT

# of Institutions

2,089

Shares Held

55.2M

Call Options Held

410K

Put Options Held

310K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Vanguard Information Technolog Transaction History