BFS
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Burkett Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Burkett Financial Services’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
2025
Q1 		– Sell
-288
Closed -$22.4K – 256
2024
Q4 		$22.4K Buy
+288
New +$22.1K 0.01% 118

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Burkett Financial Services's VGT Position: Q1 2025 in Review

Burkett Financial Services sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 288 shares — an estimated $22.4K sold.

Burkett Financial Services first reported a position in VGT in Q4 2024 and held it in 1 quarter. The position peaked at $22.4K in Q4 2024. 1,673 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Burkett Financial Services reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Burkett Financial Services sold 288 Vanguard Information Technology ETF shares in Q1 2025, an estimated $22.4K.
  • Burkett Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 1 quarter.
  • Burkett Financial Services's Vanguard Information Technology ETF position peaked at $22.4K in Q4 2024.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Burkett Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.