National Wealth Management Group, LLC Vanguard Information Technolog Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,066 shares of VGT stock, worth $2.54 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

4,066

Previous 3,952 2.88%

Holding current value

$2.54 Million

Previous $2.32 Billion 9.09%

% of portfolio

1.68%

Previous 1.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$571.78 - $647.97 $65,182 - $73,868	114 Added 2.88%	4,066 $2.53 Billion
Q3 2024 Nov 13, 2024	SELL	$514.43 - $606.85 $37,553 - $44,300	-73 Reduced 1.81%	3,952 $2.32 Billion
Q2 2024 Aug 09, 2024	SELL	$479.9 - $588.82 $20,635 - $25,319	-43 Reduced 1.06%	4,025 $2.32 Billion
Q1 2024 May 17, 2024	BUY	$462.18 - $530.16 $18,949 - $21,736	41 Added 1.02%	4,068 $2.13 Billion
Q4 2023 Feb 01, 2024	BUY	$399.56 - $486.79 $11,187 - $13,630	28 Added 0.7%	4,027 $1.95 Billion
Q3 2023 Nov 13, 2023	BUY	$409.4 - $459.58 $1,637 - $1,838	4 Added 0.1%	3,999 $1.66 Billion
Q1 2023 May 15, 2023	BUY	$311.14 - $385.47 $1.24 Million - $1.54 Million	3,995 New	3,995 $1.54 Billion
Q4 2022 Nov 17, 2023	BUY	$300.84 - $349.17 $3,910 - $4,539	13 Added 0.33%	3,966 $1.27 Billion
Q3 2022 Nov 17, 2023	SELL	$307.37 - $391.03 $14,139 - $17,987	-46 Reduced 1.15%	3,953 $1.21 Billion
Q2 2022 Nov 17, 2023	SELL	$315.97 - $423.43 $92,263 - $123,641	-292 Reduced 6.94%	3,913 $1.28 Billion
Q1 2022 Nov 17, 2023	BUY	$366.81 - $462.0 $58,322 - $73,458	159 Added 3.93%	4,205 $1.75 Billion
Q4 2021 Nov 17, 2023	BUY	$396.99 - $466.1 $18,658 - $21,906	47 Added 1.18%	4,046 $1.85 Billion

Others Institutions Holding VGT

# of Institutions

1,850

Shares Held

51.6M

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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Vanguard Information Technolog Transaction History