Mbl Wealth, LLC Vanguard Information Technolog Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Mbl Wealth, LLC holds 3,058 shares of VGT stock, worth $1.66 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,058

Previous 3,080 0.71%

Holding current value

$1.66 Million

Previous $1.78 Million 1.01%

% of portfolio

0.21%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	SELL	$514.43 - $606.85 $11,317 - $13,350	-22 Reduced 0.71%	3,058 $1.79 Million
Q2 2024 Jul 19, 2024	SELL	$479.9 - $588.82 $2,879 - $3,532	-6 Reduced 0.19%	3,080 $1.78 Million
Q1 2024 Apr 22, 2024	SELL	$462.18 - $530.16 $9,243 - $10,603	-20 Reduced 0.64%	3,086 $1.62 Million
Q4 2023 Jan 18, 2024	BUY	$399.56 - $486.79 $296,873 - $361,684	743 Added 31.44%	3,106 $1.5 Million
Q2 2023 Jul 17, 2023	BUY	$368.4 - $443.39 $16,946 - $20,395	46 Added 1.99%	2,363 $1.04 Million
Q1 2023 Apr 11, 2023	BUY	$311.14 - $385.47 $5,911 - $7,323	19 Added 0.83%	2,317 $893,000
Q4 2022 Jan 12, 2023	BUY	$300.84 - $349.17 $300 - $349	1 Added 0.04%	2,298 $734,000
Q1 2022 May 02, 2022	BUY	$366.81 - $462.0 $842,562 - $1.06 Million	2,297 New	2,297 $957,000
Q3 2021 Oct 25, 2021	SELL	$397.41 - $429.35 $912,055 - $985,358	-2,295 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$297.99 - $355.36 $683,887 - $815,551	2,295 New	2,295 $812,000

Others Institutions Holding VGT

# of Institutions

1,855

Shares Held

51.4M

Call Options Held

1.14M

Put Options Held

348K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account