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Great Diamond Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Great Diamond Partners’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
-4,432
Closed -$319K – 222
2024
Q2 		$319K Hold
4,432
– – 0.08% 162
2024
Q1 		$290K Sell
4,432
-80
-2% -$5.07K 0.07% 183
2023
Q4 		$273K Hold
4,512
– – 0.07% 191
2023
Q3 		$234K Buy
+4,512
New +$245K 0.06% 202

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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

Great Diamond Partners's VGT Position: Q3 2024 in Review

Great Diamond Partners sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 4,432 shares — an estimated $319K sold.

Great Diamond Partners first reported a position in VGT in Q3 2023 and held it in 4 quarters. The position peaked at $319K in Q2 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • Great Diamond Partners reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Great Diamond Partners sold 4,432 Vanguard Information Technology ETF shares in Q3 2024, an estimated $319K.
  • Great Diamond Partners first reported a position in Vanguard Information Technology ETF in Q3 2023 and held it in 4 quarters.
  • Great Diamond Partners's Vanguard Information Technology ETF position peaked at $319K in Q2 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Great Diamond Partners's 13F filing for Q3 2024, filed 25 Oct 2024.