Encompass Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 646 shares of VGT stock, worth $488,543. This represents 0.17% of its overall portfolio holdings.

Number of Shares
646
Previous 310 108.39%
Holding current value
$488,543
Previous $205,000 135.12%
% of portfolio
0.17%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$656.44 - $753.15 $220,563 - $253,058
336 Added 108.39%
646 $482,000
Q2 2025

Jul 16, 2025
BUY
$470.37 - $663.28 $145,814 - $205,616
310 New
310 $205,000
Q1 2021

May 25, 2021
SELL
$339.41 - $380.61 $930,662 - $1.04 Million
-2,742 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$297.99 - $355.36 $817,088 - $974,397
2,742 New
2,742 $970,000

Others Institutions Holding VGT

# of Institutions
2,085
Shares Held
55.1M
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 Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, 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 Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email