Jeppson Wealth Management, LLC Vanguard Information Technolog Transaction History

Jeppson Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 464 shares of VGT stock, worth $261,236. This represents 0.1% of its overall portfolio holdings.

Number of Shares
464
Previous 463 0.22%
Holding current value
$261,236
Previous $271,000 6.27%
% of portfolio
0.1%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$571.78 - $647.97 $571 - $647
1 Added 0.22%
464 $288,000
Q3 2024

Nov 04, 2024
BUY
$514.43 - $606.85 $514 - $606
1 Added 0.22%
463 $271,000
Q2 2024

Aug 05, 2024
SELL
$479.9 - $588.82 $2,399 - $2,944
-5 Reduced 1.07%
462 $266,000
Q1 2024

Apr 17, 2024
SELL
$462.18 - $530.16 $1,848 - $2,120
-4 Reduced 0.85%
467 $244,000
Q4 2023

Jan 11, 2024
BUY
$399.56 - $486.79 $188,192 - $229,278
471 New
471 $227,000
Q2 2023

Jul 31, 2023
BUY
$368.4 - $443.39 $172,779 - $207,949
469 New
469 $207,000
Q1 2022

Apr 27, 2022
SELL
$366.81 - $462.0 $174,601 - $219,912
-476 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$396.99 - $466.1 $188,967 - $221,863
476 New
476 $218,000
Q4 2020

Mar 05, 2021
SELL
$297.99 - $355.36 $140,949 - $168,085
-473 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$279.37 - $338.36 $132,142 - $160,044
473 New
473 $147,000

Others Institutions Holding VGT

# of Institutions
1,853
Shares Held
51.6M
Call Options Held
1.14M
Put Options Held
348K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
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