Engrave Wealth Partners LLC Vanguard Information Technolog Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 15, 2021	SELL	$351.88 - $400.08 $6.47 Million - $7.35 Million	-18,375 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$339.41 - $380.61 $1.8 Million - $2.02 Million	5,301 Added 40.55%	18,375 $6.59 Million
Q4 2020 Jan 15, 2021	SELL	$297.99 - $355.36 $221,704 - $264,387	-744 Reduced 5.38%	13,074 $4.65 Million
Q3 2020 Oct 08, 2020	BUY	$279.37 - $338.36 $193,324 - $234,145	692 Added 5.27%	13,818 $4.29 Million
Q2 2020 Jul 14, 2020	BUY	$201.88 - $278.76 $353,895 - $488,666	1,753 Added 15.41%	13,126 $3.66 Million
Q1 2020 Apr 20, 2020	BUY	$185.49 - $273.21 $20,032 - $29,506	108 Added 0.96%	11,373 $2.41 Million
Q4 2019 Mar 12, 2020	BUY	$209.61 - $245.73 $2.36 Million - $2.77 Million	11,265 New	11,265 $2.76 Million

Others Institutions Holding VGT

# of Institutions

1,689

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Engrave Wealth Partners LLC with notifications on news.