Wealth Effects LLC Vanguard Information Technolog Transaction History

Wealth Effects LLC

$268 Million
Q3 2025

A detailed history of Wealth Effects LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealth Effects LLC holds 1,076 shares of VGT stock, worth $813,735. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,076

Previous 1,056 1.89%

Holding current value

$813,735

Previous $700,000 14.71%

% of portfolio

0.3%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$656.44 - $753.15 $13,128 - $15,063	20 Added 1.89%	1,076 $803,000
Q1 2025 Apr 23, 2025	BUY	$542.38 - $646.34 $15,729 - $18,743	29 Added 2.82%	1,056 $572,000
Q4 2024 Jan 22, 2025	SELL	$571.78 - $647.97 $3,430 - $3,887	-6 Reduced 0.58%	1,027 $638,000
Q3 2024 Oct 21, 2024	BUY	$514.43 - $606.85 $51,442 - $60,685	100 Added 10.72%	1,033 $605,000
Q2 2024 Aug 02, 2024	SELL	$479.9 - $588.82 $3,839 - $4,710	-8 Reduced 0.85%	933 $537,000

Q1 2024 Apr 22, 2024	BUY	$462.18 - $530.16 $23,109 - $26,508	50 Added 5.61%	941 $493,000
Q4 2023 Jan 29, 2024	SELL	$399.56 - $486.79 $8,390 - $10,222	-21 Reduced 2.3%	891 $431,000
Q2 2023 Jul 18, 2023	BUY	$368.4 - $443.39 $9,946 - $11,971	27 Added 3.05%	912 $403,000
Q1 2023 May 04, 2023	SELL	$311.14 - $385.47 $38,581 - $47,798	-124 Reduced 12.29%	885 $341,000
Q4 2022 Feb 02, 2023	BUY	$300.84 - $349.17 $17,147 - $19,902	57 Added 5.99%	1,009 $322,000
Q1 2022 May 16, 2022	SELL	$366.81 - $462.0 $14,672 - $18,480	-40 Reduced 4.03%	952 $397,000
Q4 2021 Feb 09, 2022	BUY	$396.99 - $466.1 $393,814 - $462,371	992 New	992 $455,000

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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Wealth Effects LLC Vanguard Information Technolog Transaction History