Wescott Financial Advisory Group, LLC Vanguard Information Technolog Transaction History

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 513 shares of VGT stock, worth $320,183. This represents 0.04% of its overall portfolio holdings.

Number of Shares
513
Previous 634 19.09%
Holding current value
$320,183
Previous $371,000 14.29%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$571.78 - $647.97 $69,185 - $78,404
-121 Reduced 19.09%
513 $318,000
Q2 2024

Aug 14, 2024
BUY
$479.9 - $588.82 $11,517 - $14,131
24 Added 3.93%
634 $365,000
Q1 2024

May 13, 2024
SELL
$462.18 - $530.16 $72,562 - $83,235
-157 Reduced 20.47%
610 $319,000
Q4 2023

Feb 13, 2024
BUY
$399.56 - $486.79 $306,462 - $373,367
767 New
767 $371,000

Others Institutions Holding VGT

# of Institutions
1,849
Shares Held
51.6M
Call Options Held
1.14M
Put Options Held
348K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, 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 Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email