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CM Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

CM Wealth Advisors’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
-41,080
Closed -$2.64M – 176
2024
Q1 		$2.64M Buy
+41,080
New +$2.6M 0.76% 17
2023
Q3 		– Sell
-41,080
Closed -$2.32M – 171
2023
Q2 		$2.32M Buy
+41,080
New +$2.06M 0.76% 17

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CM Wealth Advisors's VGT Position: Q2 2024 in Review

CM Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2024, closing a stake of 41,080 shares — an estimated $2.64M sold.

CM Wealth Advisors first reported a position in VGT in Q2 2023 and held it in 2 quarters. The position peaked at $2.64M in Q1 2024. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

  • CM Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 41,080 Vanguard Information Technology ETF shares in Q2 2024, an estimated $2.64M.
  • CM Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Vanguard Information Technology ETF position peaked at $2.64M in Q1 2024.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.