Clean Yield Group’s Vanguard Information Technology ETF VGT Stock Holding History

Clean Yield Group’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	–	Sell	-480	Closed	-$31.5K	–	399
2024 Q1	$31.5K	Sell	480 -120	-20%	-$7.61K	0.01%	262
2023 Q4	$36.3K	Sell	600 -8	-1%	-$446	0.02%	255
2023 Q3	$32.8K	Buy	608 +8	+1%	+$435	0.01%	255
2023 Q2	$33.2K	Hold	600	–	–	0.01%	263
2023 Q1	$28.9K	Hold	600	–	–	0.01%	270
2022 Q4	$24K	Hold	600	–	–	0.01%	280
2022 Q3	$23K	Hold	600	–	–	0.01%	274
2022 Q2	$24K	Hold	600	–	–	0.01%	289
2022 Q1	$31K	Hold	600	–	–	0.01%	283
2021 Q4	$34K	Hold	600	–	–	0.01%	288
2021 Q3	$30K	Hold	600	–	–	0.01%	296
2021 Q2	$30K	Buy	+600	New	+$28.3K	0.01%	290
2021 Q1	–	Sell	-720	Closed	-$32K	–	366
2020 Q4	$32K	Buy	+720	New	+$29.6K	0.01%	281

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

Clean Yield Group's VGT Position: Q2 2024 in Review

Clean Yield Group sold out of Vanguard Information Technology ETF (VGT) in Q2 2024, closing a stake of 480 shares — an estimated $31.5K sold.

Clean Yield Group first reported a position in VGT in Q4 2020 and held it in 13 quarters. The position peaked at $36.3K in Q4 2023. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

Clean Yield Group reported no remaining Vanguard Information Technology ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 480 Vanguard Information Technology ETF shares in Q2 2024, an estimated $31.5K.
Clean Yield Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 13 quarters.
Clean Yield Group's Vanguard Information Technology ETF position peaked at $36.3K in Q4 2023.
1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.