Freedom Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Freedom Investment 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
2025 Q1	–	Sell	-3,280	Closed	-$255K	–	815
2024 Q4	$255K	Sell	3,280 -40	-1%	-$3.07K	0.02%	655
2024 Q3	$243K	Buy	3,320 +424	+15%	+$30.1K	0.02%	657
2024 Q2	$209K	Buy	+2,896	New	+$193K	0.02%	709
2020 Q1	–	Sell	-11,816	Closed	-$362K	–	718
2019 Q4	$362K	Buy	+11,816	New	+$338K	0.03%	432

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Freedom Investment Management's VGT Position: Q1 2025 in Review

Freedom Investment Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 3,280 shares — an estimated $255K sold.

Freedom Investment Management first reported a position in VGT in Q4 2019 and held it in 4 quarters. The position peaked at $362K in Q4 2019. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Freedom Investment Management reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
Freedom Investment Management sold 3,280 Vanguard Information Technology ETF shares in Q1 2025, an estimated $255K.
Freedom Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 4 quarters.
Freedom Investment Management's Vanguard Information Technology ETF position peaked at $362K in Q4 2019.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.