Charles D. Hyman’s Vanguard Information Technology ETF VGT Stock Holding History

Charles D. Hyman’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	$1.67M	Hold	23,136	–	–	0.09%	106
2024 Q1	$1.52M	Hold	23,136	–	–	0.08%	110
2023 Q4	$1.4M	Sell	23,136 -64	-0.3%	-$3.57K	0.08%	108
2023 Q3	$1.2M	Buy	23,200 +64	+0.3%	+$3.48K	0.08%	110
2023 Q2	$1.28M	Hold	23,136	–	–	0.08%	112
2023 Q1	$1.11M	Buy	23,136 +800	+4%	+$35.4K	0.07%	113
2022 Q4	$892K	Hold	22,336	–	–	0.06%	116
2022 Q3	$858K	Buy	22,336 +6,352	+40%	+$279K	0.07%	115
2022 Q2	$652K	Hold	15,984	–	–	0.05%	130
2022 Q1	$832K	Hold	15,984	–	–	0.05%	129
2021 Q4	$915K	Hold	15,984	–	–	0.06%	129
2021 Q3	$802K	Hold	15,984	–	–	0.06%	131
2021 Q2	$797K	Hold	15,984	–	–	0.06%	133
2021 Q1	$716K	Hold	15,984	–	–	0.05%	136
2020 Q4	$707K	Hold	15,984	–	–	0.06%	135
2020 Q3	$622K	Hold	15,984	–	–	0.06%	140
2020 Q2	$557K	Hold	15,984	–	–	0.05%	138
2020 Q1	$423K	Hold	15,984	–	–	0.05%	123
2019 Q4	$489K	Buy	+15,984	New	+$458K	0.05%	131

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles D. Hyman's VGT Position: Q2 2024 in Review

Charles D. Hyman held its Vanguard Information Technology ETF (VGT) position steady in Q2 2024 at 23,136 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #106.

Charles D. Hyman first reported a position in VGT in Q4 2019 and has held it in 19 quarters since. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

Charles D. Hyman held 23,136 shares of Vanguard Information Technology ETF worth $1.67M as of Q2 2024.
Charles D. Hyman left its Vanguard Information Technology ETF share count unchanged in Q2 2024.
Vanguard Information Technology ETF made up 0.09% of Charles D. Hyman's portfolio in Q2 2024, its #106 holding.
Charles D. Hyman first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 19 quarters since.
1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.