Nvest Financial, LLC Vanguard Information Technolog Transaction History

Nvest Financial, LLC

$187 Million
Q4 2024

A detailed history of Nvest Financial, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Nvest Financial, LLC holds 1,987 shares of VGT stock, worth $1.27 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

1,987

Previous 1,511 31.5%

Holding current value

$1.27 Million

Previous $886,000 39.39%

% of portfolio

0.66%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$571.78 - $647.97 $272,167 - $308,433	476 Added 31.5%	1,987 $1.24 Million
Q3 2024 Oct 09, 2024	SELL	$514.43 - $606.85 $1.2 Million - $1.42 Million	-2,339 Reduced 60.75%	1,511 $886,000
Q2 2024 Jul 19, 2024	BUY	$479.9 - $588.82 $869,098 - $1.07 Million	1,811 Added 88.82%	3,850 $2.22 Million
Q1 2024 Apr 18, 2024	BUY	$462.18 - $530.16 $465,415 - $533,871	1,007 Added 97.58%	2,039 $1.07 Million
Q4 2023 Jan 22, 2024	BUY	$399.56 - $486.79 $209,769 - $255,564	525 Added 103.55%	1,032 $499,000
Q3 2023 Oct 13, 2023	BUY	$409.4 - $459.58 $207,565 - $233,007	507 New	507 $210,000

Others Institutions Holding VGT

# of Institutions

1,724

Shares Held

48.8M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

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Nvest Financial, LLC Vanguard Information Technolog Transaction History