HHRDM
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H&H Retirement Design & Management’s Vanguard Information Technology ETF VGT Stock Holding History

H&H Retirement Design & 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
2024
Q4 		– Sell
-2,912
Closed -$217K – 78
2024
Q3 		$217K Hold
2,912
– – 0.13% 73
2024
Q2 		$213K Buy
+2,912
New +$194K 0.13% 84

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

H&H Retirement Design & Management's VGT Position: Q4 2024 in Review

H&H Retirement Design & Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 2,912 shares — an estimated $217K sold.

H&H Retirement Design & Management first reported a position in VGT in Q2 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • H&H Retirement Design & Management reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • H&H Retirement Design & Management sold 2,912 Vanguard Information Technology ETF shares in Q4 2024, an estimated $217K.
  • H&H Retirement Design & Management first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 2 quarters.
  • H&H Retirement Design & Management's Vanguard Information Technology ETF position peaked at $217K in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on H&H Retirement Design & Management's 13F filing for Q4 2024, filed 24 Feb 2025.