Vista Wealth Management Group, LLC Vanguard Information Technolog Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 669 shares of VGT stock, worth $505,937. This represents 0.02% of its overall portfolio holdings.

Number of Shares

669

Previous 653 2.45%

Holding current value

$505,937

Previous $406,000 10.59%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$542.38 - $646.34 $8,678 - $10,341	16 Added 2.45%	669 $363,000
Q4 2024 Jan 27, 2025	SELL	$571.78 - $647.97 $173,821 - $196,982	-304 Reduced 31.77%	653 $406,000
Q3 2023 Nov 14, 2023	BUY	$409.4 - $459.58 $391,795 - $439,818	957 New	957 $397,000
Q2 2022 Jul 14, 2022	SELL	$315.97 - $423.43 $339,035 - $454,340	-1,073 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$366.81 - $462.0 $23,842 - $30,030	-65 Reduced 5.71%	1,073 $447,000

Q4 2021 Jan 19, 2022	BUY	$396.99 - $466.1 $30,568 - $35,889	77 Added 7.26%	1,138 $521,000
Q2 2021 Jul 27, 2021	BUY	$351.88 - $400.08 $373,344 - $424,484	1,061 New	1,061 $423,000

Others Institutions Holding VGT

# of Institutions

2,085

Shares Held

55.1M

Call Options Held

410K

Put Options Held

310K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Vista Wealth Management Group, LLC Vanguard Information Technolog Transaction History