EPW
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Evergreen Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Evergreen Private Wealth’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
Q1 		– Sell
-56
Closed -$3.39K – 231
2023
Q4 		$3.39K Buy
+56
New +$3.12K ﹤0.01% 194

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Evergreen Private Wealth's VGT Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Vanguard Information Technology ETF (VGT) in Q1 2024, closing a stake of 56 shares — an estimated $3.39K sold.

Evergreen Private Wealth first reported a position in VGT in Q4 2023 and held it in 1 quarter. The position peaked at $3.39K in Q4 2023. 1,461 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Vanguard Information Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 56 Vanguard Information Technology ETF shares in Q1 2024, an estimated $3.39K.
  • Evergreen Private Wealth first reported a position in Vanguard Information Technology ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Vanguard Information Technology ETF position peaked at $3.39K in Q4 2023.
  • 1,461 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.