Wealth Plan Investment Management, LLC Vanguard Information Technolog Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 691 shares of VGT stock, worth $522,575. This represents 0.04% of its overall portfolio holdings.

Number of Shares
691
Previous 819 15.63%
Holding current value
$522,575
Previous $543,000 5.16%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$656.44 - $753.15 $84,024 - $96,403
-128 Reduced 15.63%
691 $515,000
Q2 2025

Jul 28, 2025
BUY
$470.37 - $663.28 $95,485 - $134,645
203 Added 32.95%
819 $543,000
Q1 2025

May 09, 2025
BUY
$542.38 - $646.34 $10,847 - $12,926
20 Added 3.36%
616 $334,000
Q4 2024

Jan 30, 2025
BUY
$571.78 - $647.97 $20,012 - $22,678
35 Added 6.24%
596 $370,000
Q3 2024

Nov 05, 2024
BUY
$514.43 - $606.85 $288,595 - $340,442
561 New
561 $329,000
Q3 2023

Nov 09, 2023
BUY
$409.4 - $459.58 $204,290 - $229,330
499 New
499 $207,000

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

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