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

Campbell 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 Q4	$524K	Buy	+6,744	New	+$518K	0.05%	44
2024 Q3	–	Sell	-6,744	Closed	-$486K	–	86
2024 Q2	$486K	Buy	6,744 +600	+10%	+$39.9K	0.16%	20
2024 Q1	$403K	Buy	+6,144	New	+$389K	0.04%	50
2020 Q4	–	Sell	-5,664	Closed	-$221K	–	66
2020 Q3	$221K	Buy	5,664 +1,104	+24%	+$41.6K	0.04%	52
2020 Q2	$159K	Buy	+4,560	New	+$142K	0.03%	68

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Campbell Wealth Management's VGT Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q4 2024: 6,744 shares worth $524K. The stake represents 0.05% of the portfolio and ranks #44 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in VGT as recently as Q2 2024.

Campbell Wealth Management first reported a position in VGT in Q2 2020 and has held it in 5 quarters since. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

Campbell Wealth Management held 6,744 shares of Vanguard Information Technology ETF worth $524K as of Q4 2024.
Vanguard Information Technology ETF was a new Campbell Wealth Management position in Q4 2024.
Vanguard Information Technology ETF made up 0.05% of Campbell Wealth Management's portfolio in Q4 2024, its #44 holding.
Campbell Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 5 quarters since.
1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.