GA
VGT icon

GoalVest Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

GoalVest Advisory’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 		– Sell
-248
Closed -$18K – 380
2024
Q2 		$18K Sell
248
-240
-49% -$16K 0.01% 244
2024
Q1 		$32.1K Hold
488
– – 0.01% 225
2023
Q4 		$29.6K Hold
488
– – 0.01% 179
2023
Q3 		$25.4K Buy
+488
New +$26.5K 0.01% 195

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

GoalVest Advisory's VGT Position: Q3 2024 in Review

GoalVest Advisory sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 248 shares — an estimated $18K sold.

GoalVest Advisory first reported a position in VGT in Q3 2023 and held it in 4 quarters. The position peaked at $32.1K in Q1 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • GoalVest Advisory reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
  • GoalVest Advisory sold 248 Vanguard Information Technology ETF shares in Q3 2024, an estimated $18K.
  • GoalVest Advisory first reported a position in Vanguard Information Technology ETF in Q3 2023 and held it in 4 quarters.
  • GoalVest Advisory's Vanguard Information Technology ETF position peaked at $32.1K in Q1 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on GoalVest Advisory's 13F filing for Q3 2024, filed 6 Nov 2024.