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

Brophy 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 Q3	$355K	Buy	+4,840	New	+$344K	0.13%	160

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Brophy Wealth Management's VGT Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2024: 4,840 shares worth $355K. The stake represents 0.13% of the portfolio and ranks #160 among its holdings.

1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Brophy Wealth Management held 4,840 shares of Vanguard Information Technology ETF worth $355K as of Q3 2024.
Vanguard Information Technology ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard Information Technology ETF made up 0.13% of Brophy Wealth Management's portfolio in Q3 2024, its #160 holding.
1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.