BFM
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Boston Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Boston Financial 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
Q4 		$385K Sell
4,952
-1,080
-18% -$83K 0.01% 265
2024
Q3 		$442K Buy
6,032
+2,232
+59% +$159K 0.01% 251
2024
Q2 		$274K Sell
3,800
-5,000
-57% -$332K 0.01% 295
2024
Q1 		$577K Buy
+8,800
New +$558K 0.02% 237
2022
Q4 		– Sell
-8,768
Closed -$337K – 328
2022
Q3 		$337K Buy
+8,768
New +$386K 0.01% 251

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 $445B AUM 25.58% 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

Boston Financial Management's VGT Position: Q4 2024 in Review

Boston Financial Management reduced its Vanguard Information Technology ETF (VGT) stake by 18% in Q4 2024, selling an estimated $83K and leaving 4,952 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #265.

Boston Financial Management first reported a position in VGT in Q3 2022 and has held it in 5 quarters since. The position peaked at $577K in Q1 2024. 1,736 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Boston Financial Management held 4,952 shares of Vanguard Information Technology ETF worth $385K as of Q4 2024.
  • Boston Financial Management sold 1,080 Vanguard Information Technology ETF shares in Q4 2024, an estimated $83K.
  • Vanguard Information Technology ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #265 holding.
  • Boston Financial Management first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 5 quarters since.
  • Boston Financial Management's Vanguard Information Technology ETF position peaked at $577K in Q1 2024.
  • 1,736 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.