Next Level Wealth Planning, LLC Vanguard Information Technolog Transaction History

Next Level Wealth Planning, LLC

  • $188 Billion
  • Q4 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 325 shares of VGT stock, worth $245,784. This represents 0.13% of its overall portfolio holdings.

Number of Shares
325
Previous 351 7.41%
Holding current value
$245,784
Previous $262 Million 6.43%
% of portfolio
0.13%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$736.33 - $801.52 $19,144 - $20,839
-26 Reduced 7.41%
325 $245 Million
Q3 2025

Oct 30, 2025
BUY
$656.44 - $753.15 $6,564 - $7,531
10 Added 2.93%
351 $262 Million
Q2 2025

Jul 22, 2025
BUY
$470.37 - $663.28 $160,396 - $226,178
341 New
341 $226 Million

Others Institutions Holding VGT

# of Institutions
2,135
Shares Held
55M
Call Options Held
412K
Put Options Held
310K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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