EWM
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Executive Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Executive Wealth Management’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 		$1.36M Buy
17,432
+1,368
+9% +$105K 0.11% 128
2024
Q3 		$1.18M Buy
16,064
+6,168
+62% +$438K 0.09% 131
2024
Q2 		$713K Buy
9,896
+296
+3% +$19.7K 0.13% 65
2024
Q1 		$630K Buy
9,600
+960
+11% +$60.9K 0.06% 136
2023
Q4 		$523K Buy
8,640
+8
+0.1% +$446 0.05% 137
2023
Q3 		$448K Hold
8,632
– – 0.05% 142
2023
Q2 		$477K Hold
8,632
– – 0.05% 134
2023
Q1 		$416K Buy
8,632
+8
+0.1% +$354 0.05% 142
2022
Q4 		$345K Buy
8,624
+5,824
+208% +$238K 0.04% 150
2022
Q3 		$350 Sell
2,800
-6,328
-69% -$278K 0.05% 136
2022
Q2 		$372K Buy
9,128
+64
+0.7% +$2.88K 0.05% 133
2022
Q1 		$472K Buy
9,064
+544
+6% +$27.9K 0.05% 136
2021
Q4 		$488K Sell
8,520
-304
-3% -$16.7K 0.05% 140
2021
Q3 		$442K Sell
8,824
-872
-9% -$45.2K 0.05% 136
2021
Q2 		$483K Sell
9,696
-2,184
-18% -$103K 0.05% 136
2021
Q1 		$532K Buy
11,880
+6,072
+105% +$273K 0.06% 130
2020
Q4 		$257K Buy
+5,808
New +$239K 0.03% 153
2019
Q3 		– Sell
-2,336
Closed -$62K – 767
2019
Q2 		$62K Buy
2,336
+2,000
+595% +$51.6K 0.01% 265
2019
Q1 		$8K Sell
336
-88
-21% -$2.04K ﹤0.01% 595
2018
Q4 		$9K Buy
+424
New +$9.61K ﹤0.01% 591

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

Executive Wealth Management's VGT Position: Q4 2024 in Review

Executive Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 8.5% in Q4 2024, buying an estimated $105K and bringing the position to 17,432 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #128.

Executive Wealth Management first reported a position in VGT in Q4 2018 and has held it in 20 quarters since. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Executive Wealth Management held 17,432 shares of Vanguard Information Technology ETF worth $1.36M as of Q4 2024.
  • Executive Wealth Management bought 1,368 Vanguard Information Technology ETF shares in Q4 2024, an estimated $105K.
  • Vanguard Information Technology ETF made up 0.11% of Executive Wealth Management's portfolio in Q4 2024, its #128 holding.
  • Executive Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 20 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.