Wealth Effects LLC Vanguard Information Technolog Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealth Effects LLC holds 1,027 shares of VGT stock, worth $578,211. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,027

Previous 1,033 0.58%

Holding current value

$578,211

Previous $605,000 5.45%

% of portfolio

0.25%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,853

Shares Held

51.6M

Call Options Held

1.14M

Put Options Held

348K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Wealth Effects LLC Vanguard Information Technolog Transaction History