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

Financial Synergies 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	-1,640	Closed	-$107K	–	457
2024 Q1	$107K	Hold	1,640	–	–	0.01%	96
2023 Q4	$65.5K	Hold	1,640	–	–	0.01%	90
2023 Q3	$85.1K	Hold	1,640	–	–	0.01%	91
2023 Q2	$90.6K	Hold	1,640	–	–	0.01%	87
2023 Q1	$79K	Hold	1,640	–	–	0.01%	92
2022 Q4	$65.5K	Hold	1,640	–	–	0.01%	90
2022 Q3	$63K	Buy	+1,640	New	+$72.1K	0.01%	93

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Synergies Wealth Advisors's VGT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2024, closing a stake of 1,640 shares — an estimated $107K sold.

Financial Synergies Wealth Advisors first reported a position in VGT in Q3 2022 and held it in 7 quarters. The position peaked at $107K in Q1 2024. 1,530 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,640 Vanguard Information Technology ETF shares in Q2 2024, an estimated $107K.
Financial Synergies Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Vanguard Information Technology ETF position peaked at $107K in Q1 2024.
1,530 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.