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
Others Institutions Holding VGT
# of Institutions
1,853Shares Held
51.6MCall Options Held
1.14MPut Options Held
348K-
Bank Of America Corp Charlotte, NC15.3MShares$8.64 Billion0.82% of portfolio
-
Jpmorgan Chase & CO New York, NY5.77MShares$3.25 Billion0.29% of portfolio
-
Morgan Stanley New York, NY2.02MShares$1.14 Billion0.09% of portfolio
-
Ubs Group Ag1.89MShares$1.06 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$853 Million0.22% of portfolio