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Bison Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Bison Wealth’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
Q4 		$607K Sell
7,808
-240
-3% -$18.4K 0.13% 130
2024
Q3 		$591K Sell
8,048
-2,768
-26% -$197K 0.09% 209
2024
Q2 		$709K Hold
10,816
– – 0.12% 184
2024
Q1 		$709K Sell
10,816
-1,248
-10% -$79.1K 0.12% 184
2023
Q4 		$730K Buy
12,064
+64
+0.5% +$3.57K 0.13% 176
2023
Q3 		$622K Buy
12,000
+1,960
+20% +$107K 0.12% 180
2023
Q2 		$555K Buy
10,040
+3,144
+46% +$158K 0.1% 197
2023
Q1 		$333K Hold
6,896
– – 0.1% 188
2022
Q4 		$298K Sell
6,896
-2,488
-27% -$102K 0.1% 205
2022
Q3 		$360K Hold
9,384
– – 0.14% 182
2022
Q2 		$383K Hold
9,384
– – 0.22% 121
2022
Q1 		$489K Buy
9,384
+2,216
+31% +$114K 0.25% 107
2021
Q4 		$411K Sell
7,168
-9,704
-58% -$533K 0.24% 112
2021
Q3 		$846K Sell
16,872
-504
-3% -$26.1K 0.39% 62
2021
Q2 		$866K Buy
17,376
+928
+6% +$43.8K 0.38% 63
2021
Q1 		$737K Buy
16,448
+224
+1% +$10.1K 0.32% 75
2020
Q4 		$717K Hold
16,224
– – 0.33% 69
2020
Q3 		$632K Hold
16,224
– – 0.37% 64
2020
Q2 		$565K Sell
16,224
-440
-3% -$13.7K 0.36% 75
2020
Q1 		$441K Sell
16,664
-680
-4% -$20.6K 0.32% 90
2019
Q4 		$531K Sell
17,344
-8
-0% -$229 0.25% 100
2019
Q3 		$468K Buy
17,352
+1,424
+9% +$38.3K 0.26% 105
2019
Q2 		$420K Hold
15,928
– – 0.24% 115
2019
Q1 		$399K Hold
15,928
– – 0.24% 128
2018
Q4 		$332K Buy
+15,928
New +$361K 0.24% 125
2015
Q3 		– Sell
-17,072
Closed -$227K – 266
2015
Q2 		$227K Buy
+17,072
New +$233K 0.13% 198

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bison Wealth's VGT Position: Q4 2024 in Review

Bison Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 3% in Q4 2024, selling an estimated $18.4K and leaving 7,808 shares worth $607K. The position accounts for 0.13% of the portfolio, ranked #130.

Bison Wealth first reported a position in VGT in Q2 2015 and has held it in 26 quarters since. The position peaked at $866K in Q2 2021. 1,735 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Bison Wealth held 7,808 shares of Vanguard Information Technology ETF worth $607K as of Q4 2024.
  • Bison Wealth sold 240 Vanguard Information Technology ETF shares in Q4 2024, an estimated $18.4K.
  • Vanguard Information Technology ETF made up 0.13% of Bison Wealth's portfolio in Q4 2024, its #130 holding.
  • Bison Wealth first reported a position in Vanguard Information Technology ETF in Q2 2015 and has held it in 26 quarters since.
  • Bison Wealth's Vanguard Information Technology ETF position peaked at $866K in Q2 2021.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.