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Baker Tilly Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Baker Tilly Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,944
Closed -$541K – 471
2023
Q4 		$541K Buy
8,944
+400
+5% +$22.3K 0.09% 262
2023
Q3 		$443K Sell
8,544
-1,536
-15% -$83.5K 0.07% 285
2023
Q2 		$557K Sell
10,080
-1,632
-14% -$82K 0.06% 308
2023
Q1 		$564K Buy
11,712
+1,272
+12% +$56.2K 0.06% 301
2022
Q4 		$417K Buy
10,440
+528
+5% +$21.5K 0.05% 369
2022
Q3 		$381K Buy
9,912
+56
+0.6% +$2.46K 0.05% 362
2022
Q2 		$402K Hold
9,856
– – 0.05% 356
2022
Q1 		$513K Sell
9,856
-976
-9% -$50.1K 0.06% 340
2021
Q4 		$620K Buy
10,832
+1,672
+18% +$91.8K 0.07% 311
2021
Q3 		$459K Sell
9,160
-544
-6% -$28.2K 0.06% 336
2021
Q2 		$484K Hold
9,704
– – 0.08% 282
2021
Q1 		$435K Buy
9,704
+544
+6% +$24.5K 0.09% 275
2020
Q4 		$405K Buy
+9,160
New +$377K 0.13% 180

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baker Tilly Wealth Management's VGT Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2024, closing a stake of 8,944 shares — an estimated $541K sold.

Baker Tilly Wealth Management first reported a position in VGT in Q4 2020 and held it in 13 quarters. The position peaked at $620K in Q4 2021. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 8,944 Vanguard Information Technology ETF shares in Q1 2024, an estimated $541K.
  • Baker Tilly Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Vanguard Information Technology ETF position peaked at $620K in Q4 2021.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.