Institutional & Family Asset Management, LLC Vanguard Information Technolog Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 55 shares of VGT stock, worth $33,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 55 -0.0%

Holding current value

$33,739

Previous $28,000 10.71%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$368.4 - $443.39 $5,894 - $7,094	-16 Reduced 22.54%	55 $24,000
Q1 2023 May 08, 2023	BUY	$311.14 - $385.47 $1,555 - $1,927	5 Added 7.58%	71 $27,000
Q4 2022 Feb 08, 2023	SELL	$300.84 - $349.17 $8,423 - $9,776	-28 Reduced 29.79%	66 $21,000
Q2 2022 Aug 08, 2022	SELL	$315.97 - $423.43 $8,531 - $11,432	-27 Reduced 22.31%	94 $31,000
Q1 2022 May 11, 2022	BUY	$366.81 - $462.0 $9,903 - $12,474	27 Added 28.72%	121 $50,000
Q4 2021 Feb 14, 2022	SELL	$396.99 - $466.1 $12,703 - $14,915	-32 Reduced 25.4%	94 $43,000
Q3 2021 Nov 10, 2021	BUY	$397.41 - $429.35 $7,550 - $8,157	19 Added 17.76%	126 $51,000
Q4 2020 Feb 03, 2021	SELL	$297.99 - $355.36 $2,979 - $3,553	-10 Reduced 8.55%	107 $38,000
Q3 2020 Oct 30, 2020	SELL	$279.37 - $338.36 $61,461 - $74,439	-220 Reduced 65.28%	117 $37,000
Q2 2020 Aug 14, 2020	BUY	$201.88 - $278.76 $11,910 - $16,446	59 Added 21.22%	337 $94,000
Q1 2020 May 14, 2020	SELL	$185.49 - $273.21 $318,671 - $469,374	-1,718 Reduced 86.07%	278 $59,000
Q4 2019 Feb 14, 2020	BUY	$209.61 - $245.73 $406,853 - $476,961	1,941 Added 3529.09%	1,996 $489,000
Q3 2019 Nov 14, 2019	SELL	$213.22 - $219.09 $47,974 - $49,295	-225 Reduced 80.36%	55 $12,000
Q2 2019 Aug 14, 2019	SELL	N/A	-28 Reduced 9.09%	280 $59,000
Q1 2019 May 13, 2019	SELL	N/A	-1,093 Reduced 78.02%	308 $62,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,817 Reduced 56.46%	1,401 $234,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,307 Added 68.39%	3,218 $652,000
Q2 2018 Aug 13, 2018	BUY	N/A	1,390 Added 266.79%	1,911 $347,000
Q1 2018 May 14, 2018	BUY	N/A	521 New	521 $89,000

Others Institutions Holding VGT

# of Institutions

1,692

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

View Full List

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Institutional & Family Asset Management, LLC Vanguard Information Technolog Transaction History