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Castleview Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Castleview Partners’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
-1,440
Closed -$112K – 558
2024
Q4 		$112K Hold
1,440
– – 0.06% 242
2024
Q3 		$106K Sell
1,440
-152
-10% -$10.8K 0.06% 224
2024
Q2 		$115K Buy
1,592
+432
+37% +$28.7K 0.07% 226
2024
Q1 		$75.9K Buy
1,160
+120
+12% +$7.61K 0.04% 295
2023
Q4 		$62.7K Buy
+1,040
New +$57.9K 0.04% 259
2022
Q3 		– Sell
-1,648
Closed -$19.4K – 765
2022
Q2 		$19.4K Sell
1,648
-1,552
-49% -$69.9K 0.02% 390
2022
Q1 		$166K Buy
+3,200
New +$164K 0.1% 188
2021
Q2 		$160K Buy
+3,200
New +$151K 0.07% 237

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Castleview Partners's VGT Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 1,440 shares — an estimated $112K sold.

Castleview Partners first reported a position in VGT in Q2 2021 and held it in 8 quarters. The position peaked at $166K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Castleview Partners reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,440 Vanguard Information Technology ETF shares in Q1 2025, an estimated $112K.
  • Castleview Partners first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 8 quarters.
  • Castleview Partners's Vanguard Information Technology ETF position peaked at $166K in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.