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Compagnie Lombard Odier SCmA’s Vanguard Information Technology ETF VGT Stock Holding History

Compagnie Lombard Odier SCmA’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 		– Sell
-3,512
Closed -$257K – 481
2024
Q3 		$257K Buy
+3,512
New +$250K ﹤0.01% 218
2024
Q2 		– Sell
-560
Closed -$36.7K – 490
2024
Q1 		$36.7K Buy
+560
New +$35.5K ﹤0.01% 376

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compagnie Lombard Odier SCmA's VGT Position: Q4 2024 in Review

Compagnie Lombard Odier SCmA sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 3,512 shares — an estimated $257K sold.

Compagnie Lombard Odier SCmA first reported a position in VGT in Q1 2024 and held it in 2 quarters. The position peaked at $257K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Compagnie Lombard Odier SCmA reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 3,512 Vanguard Information Technology ETF shares in Q4 2024, an estimated $257K.
  • Compagnie Lombard Odier SCmA first reported a position in Vanguard Information Technology ETF in Q1 2024 and held it in 2 quarters.
  • Compagnie Lombard Odier SCmA's Vanguard Information Technology ETF position peaked at $257K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2024, filed 30 Jan 2025.