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Benchmark Financial Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Benchmark Financial Wealth Advisors’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
Q3 		– Sell
-3,328
Closed -$240K – 105
2024
Q2 		$240K Hold
3,328
– – 0.09% 83
2024
Q1 		$218K Buy
3,328
+8
+0.2% +$507 0.08% 84
2023
Q4 		$201K Buy
+3,320
New +$185K 0.09% 79

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Benchmark Financial Wealth Advisors's VGT Position: Q3 2024 in Review

Benchmark Financial Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 3,328 shares — an estimated $240K sold.

Benchmark Financial Wealth Advisors first reported a position in VGT in Q4 2023 and held it in 3 quarters. The position peaked at $240K in Q2 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • Benchmark Financial Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 3,328 Vanguard Information Technology ETF shares in Q3 2024, an estimated $240K.
  • Benchmark Financial Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and held it in 3 quarters.
  • Benchmark Financial Wealth Advisors's Vanguard Information Technology ETF position peaked at $240K in Q2 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.