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First Personal Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

First Personal Financial Services’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
Q3 		$29.5K Buy
400
+64
+19% +$4.55K 0.01% 232
2024
Q2 		$24.1K Buy
336
+80
+31% +$5.32K 0.01% 229
2024
Q1 		$16.8K Hold
256
– – ﹤0.01% 248
2023
Q4 		$15.5K Buy
256
+48
+23% +$2.67K ﹤0.01% 280
2023
Q3 		$10.9K Hold
208
– – ﹤0.01% 299
2023
Q2 		$11.7K Hold
208
– – ﹤0.01% 298
2023
Q1 		$10.2K Buy
208
+168
+420% +$7.43K ﹤0.01% 320
2022
Q4 		$1.6K Sell
40
-640
-94% -$26.1K ﹤0.01% 378
2022
Q3 		$26K Buy
680
+472
+227% +$20.8K 0.01% 269
2022
Q2 		$9K Hold
208
– – ﹤0.01% 288
2022
Q1 		$11K Hold
208
– – ﹤0.01% 295
2021
Q4 		$12K Buy
208
+112
+117% +$6.15K ﹤0.01% 282
2021
Q3 		$5K Hold
96
– – ﹤0.01% 303
2021
Q2 		$5K Buy
96
+24
+33% +$1.13K ﹤0.01% 307
2021
Q1 		$3K Buy
72
+48
+200% +$2.16K ﹤0.01% 295
2020
Q4 		$1K Buy
+24
New +$987 ﹤0.01% 311
2019
Q4 		– Sell
-240
Closed -$6K – 577
2019
Q3 		$6K Sell
240
-8
-3% -$215 ﹤0.01% 388
2019
Q2 		$7K Sell
248
-360
-59% -$9.28K ﹤0.01% 553
2019
Q1 		$15K Buy
608
+208
+52% +$4.83K ﹤0.01% 443
2018
Q4 		$8K Hold
400
– – ﹤0.01% 503
2018
Q3 		$10K Hold
400
– – ﹤0.01% 499
2018
Q2 		$9K Hold
400
– – ﹤0.01% 505
2018
Q1 		$9K Sell
400
-360
-47% -$7.86K ﹤0.01% 819
2017
Q4 		$16K Sell
760
-600
-44% -$12.2K ﹤0.01% 695
2017
Q3 		$26K Hold
1,360
– – 0.01% 542
2017
Q2 		$24K Hold
1,360
– – 0.01% 550
2017
Q1 		$23K Hold
1,360
– – 0.01% 542
2016
Q4 		$21K Hold
1,360
– – 0.01% 546
2016
Q3 		$20K Buy
+1,360
New +$19.7K 0.01% 447
2016
Q2 		– Sell
-1,552
Closed -$21K – 834
2016
Q1 		$21K Buy
+1,552
New +$19.8K 0.01% 233

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

First Personal Financial Services's VGT Position: Q3 2024 in Review

First Personal Financial Services increased its Vanguard Information Technology ETF (VGT) stake by 19% in Q3 2024, buying an estimated $4.55K and bringing the position to 400 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #232.

First Personal Financial Services first reported a position in VGT in Q1 2016 and has held it in 30 quarters since. 1,575 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • First Personal Financial Services held 400 shares of Vanguard Information Technology ETF worth $29.5K as of Q3 2024.
  • First Personal Financial Services bought 64 Vanguard Information Technology ETF shares in Q3 2024, an estimated $4.55K.
  • Vanguard Information Technology ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #232 holding.
  • First Personal Financial Services first reported a position in Vanguard Information Technology ETF in Q1 2016 and has held it in 30 quarters since.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.