A detailed history of Wealthsource Partners, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wealthsource Partners, LLC holds 652 shares of VGT stock, worth $420,181. This represents 0.02% of its overall portfolio holdings.

Number of Shares
652
Previous 651 0.15%
Holding current value
$420,181
Previous $270,000 16.67%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$399.56 - $486.79 $399 - $486
1 Added 0.15%
652 $315,000
Q3 2023

Nov 09, 2023

SELL
$409.4 - $459.58 $20,470 - $22,979
-50 Reduced 7.13%
651 $270,000
Q2 2023

Aug 14, 2023

SELL
$368.4 - $443.39 $68,522 - $82,470
-186 Reduced 20.97%
701 $309,000
Q1 2023

May 15, 2023

SELL
$311.14 - $385.47 $6,845 - $8,480
-22 Reduced 2.42%
887 $341,000
Q4 2022

Feb 09, 2023

SELL
$300.84 - $349.17 $136,581 - $158,523
-454 Reduced 33.31%
909 $290,000
Q3 2022

Nov 14, 2022

SELL
$307.37 - $391.03 $81,145 - $103,231
-264 Reduced 16.23%
1,363 $419,000
Q2 2022

Aug 10, 2022

SELL
$315.97 - $423.43 $242,980 - $325,617
-769 Reduced 32.1%
1,627 $531,000
Q1 2022

May 09, 2022

SELL
$366.81 - $462.0 $37,414 - $47,124
-102 Reduced 4.08%
2,396 $998,000
Q4 2021

Feb 14, 2022

BUY
$396.99 - $466.1 $96,071 - $112,796
242 Added 10.73%
2,498 $1.15 Million
Q3 2021

Nov 18, 2021

BUY
$397.41 - $429.35 $6,358 - $6,869
16 Added 0.71%
2,256 $905,000
Q2 2021

Nov 18, 2021

BUY
$351.88 - $400.08 $153,771 - $174,834
437 Added 24.24%
2,240 $893,000
Q1 2021

Jun 21, 2021

BUY
$339.41 - $380.61 $12,897 - $14,463
38 Added 2.15%
1,803 $647,000
Q4 2020

Feb 12, 2021

SELL
$297.99 - $355.36 $5,065 - $6,041
-17 Reduced 0.95%
1,765 $625,000
Q3 2020

Nov 16, 2020

BUY
$279.37 - $338.36 $15,924 - $19,286
57 Added 3.3%
1,782 $0
Q2 2020

Aug 17, 2020

BUY
$201.88 - $278.76 $69,042 - $95,335
342 Added 24.73%
1,725 $481,000
Q1 2020

May 12, 2020

SELL
$185.49 - $273.21 $801,316 - $1.18 Million
-4,320 Reduced 75.75%
1,383 $293,000
Q4 2019

Feb 12, 2020

BUY
$209.61 - $245.73 $750,823 - $880,204
3,582 Added 168.88%
5,703 $1.4 Million
Q3 2019

Nov 15, 2019

SELL
$213.22 - $219.09 $1.44 Million - $1.48 Million
-6,750 Reduced 76.09%
2,121 $457,000
Q2 2019

Aug 09, 2019

BUY
N/A
8,871 New
8,871 $1.87 Million

Others Institutions Holding VGT

About VANGUARD INFORMATION TECHNOLOG


  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.