Greatmark Investment Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Greatmark Investment 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 Q4	–	Sell	-2,896	Closed	-$212K	–	143
2024 Q3	$212K	Hold	2,896	–	–	0.03%	130
2024 Q2	$209K	Buy	+2,896	New	+$193K	0.03%	125
2023 Q3	–	Sell	-3,696	Closed	-$204K	–	134
2023 Q2	$204K	Buy	+3,696	New	+$186K	0.03%	128
2022 Q1	–	Sell	-3,696	Closed	-$212K	–	141
2021 Q4	$212K	Buy	+3,696	New	+$203K	0.04%	128

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Greatmark Investment Partners's VGT Position: Q4 2024 in Review

Greatmark Investment Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 2,896 shares — an estimated $212K sold.

Greatmark Investment Partners first reported a position in VGT in Q4 2021 and held it in 4 quarters. The position peaked at $212K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

Greatmark Investment Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
Greatmark Investment Partners sold 2,896 Vanguard Information Technology ETF shares in Q4 2024, an estimated $212K.
Greatmark Investment Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 4 quarters.
Greatmark Investment Partners's Vanguard Information Technology ETF position peaked at $212K in Q3 2024.
1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Greatmark Investment Partners's 13F filing for Q4 2024, filed 10 Feb 2025.