CFG
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Copley Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Copley Financial 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
Q4 		– Sell
-520
Closed -$38.1K – 212
2024
Q3 		$38.1K Buy
+520
New +$37K 0.03% 112

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Copley Financial Group's VGT Position: Q4 2024 in Review

Copley Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 520 shares — an estimated $38.1K sold.

Copley Financial Group first reported a position in VGT in Q3 2024 and held it in 1 quarter. The position peaked at $38.1K in Q3 2024. 1,740 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Copley Financial Group reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 520 Vanguard Information Technology ETF shares in Q4 2024, an estimated $38.1K.
  • Copley Financial Group first reported a position in Vanguard Information Technology ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Vanguard Information Technology ETF position peaked at $38.1K in Q3 2024.
  • 1,740 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.