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Buckingham Strategic Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Buckingham Strategic 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
Q2 		$4.1M Buy
56,896
+8,464
+17% +$563K 0.04% 165
2024
Q1 		$3.17M Buy
48,432
+3,032
+7% +$192K 0.03% 186
2023
Q4 		$2.75M Sell
45,400
-5,928
-12% -$330K 0.03% 195
2023
Q3 		$2.66M Buy
51,328
+7,096
+16% +$386K 0.04% 188
2023
Q2 		$2.44M Buy
44,232
+10,504
+31% +$527K 0.03% 197
2023
Q1 		$1.35M Hold
33,728
– – 0.02% 232
2022
Q4 		$1.35M Sell
33,728
-168
-0.5% -$6.86K 0.02% 233
2022
Q3 		$1.3M Buy
33,896
+4,224
+14% +$186K 0.03% 226
2022
Q2 		$1.21M Sell
29,672
-1,584
-5% -$71.3K 0.02% 240
2022
Q1 		$1.63M Sell
31,256
-568
-2% -$29.1K 0.03% 208
2021
Q4 		$1.82M Buy
31,824
+1,216
+4% +$66.8K 0.04% 192
2021
Q3 		$1.53M Buy
30,608
+8,480
+38% +$440K 0.03% 207
2021
Q2 		$1.1M Sell
22,128
-936
-4% -$44.1K 0.03% 246
2021
Q1 		$1.03M Sell
23,064
-2,064
-8% -$92.8K 0.05% 230
2020
Q4 		$1.11M Sell
25,128
-3,712
-13% -$153K 0.06% 211
2020
Q3 		$1.12M Sell
28,840
-3,240
-10% -$122K 0.09% 166
2020
Q2 		$1.12M Sell
32,080
-10,536
-25% -$329K 0.11% 134
2020
Q1 		$1.13M Buy
42,616
+3,624
+9% +$110K 0.11% 149
2019
Q4 		$1.19M Sell
38,992
-1,432
-4% -$41K 0.11% 140
2019
Q3 		$1.09M Sell
40,424
-976
-2% -$26.3K 0.12% 134
2019
Q2 		$1.09M Buy
41,400
+9,272
+29% +$239K 0.12% 133
2019
Q1 		$806K Buy
32,128
+7,480
+30% +$174K 0.1% 160
2018
Q4 		$514K Buy
24,648
+6,176
+33% +$140K 0.08% 181
2018
Q3 		$468K Buy
18,472
+1,032
+6% +$25.1K 0.07% 197
2018
Q2 		$395K Sell
17,440
-8,808
-34% -$198K 0.06% 220
2018
Q1 		$561K Buy
26,248
+10,200
+64% +$223K 0.11% 158
2017
Q4 		$330K Buy
+16,048
New +$325K 0.07% 224

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Buckingham Strategic Wealth's VGT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Information Technology ETF (VGT) stake by 17% in Q2 2024, buying an estimated $563K and bringing the position to 56,896 shares worth $4.1M. The position accounts for 0.04% of the portfolio, ranked #165.

Buckingham Strategic Wealth first reported a position in VGT in Q4 2017 and has held it in 27 quarters since. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

  • Buckingham Strategic Wealth held 56,896 shares of Vanguard Information Technology ETF worth $4.1M as of Q2 2024.
  • Buckingham Strategic Wealth bought 8,464 Vanguard Information Technology ETF shares in Q2 2024, an estimated $563K.
  • Vanguard Information Technology ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #165 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 27 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.