Householder Group Estate & Retirement Specialist’s Vanguard Information Technology ETF VGT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$305K	Sell	3,928 -8,520	-68%	-$654K	0.23%	73
2024 Q3	$912K	Sell	12,448 -176	-1%	-$12.5K	0.27%	84
2024 Q2	$909K	Buy	12,624 +1,648	+15%	+$110K	0.26%	85
2024 Q1	$720K	Buy	10,976 +4,312	+65%	+$273K	0.21%	100
2023 Q4	$403K	Sell	6,664 -1,472	-18%	-$82K	0.13%	146
2023 Q3	$422K	Buy	+8,136	New	+$442K	0.15%	126
2023 Q1	$385K	Buy	+8,000	New	+$354K	0.15%	137
2022 Q4	–	Sell	-13,480	Closed	-$517K	–	1114
2022 Q3	$517K	Sell	13,480 -296	-2%	-$13K	0.21%	105
2022 Q2	$562K	Sell	13,776 -7,384	-35%	-$333K	0.25%	98
2022 Q1	$1.1M	Sell	21,160 -1,256	-6%	-$64.5K	0.44%	53
2021 Q4	$1.28M	Buy	+22,416	New	+$1.23M	0.48%	57

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 $445B AUM 25.58% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's VGT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Information Technology ETF (VGT) stake by 68% in Q4 2024, selling an estimated $654K and leaving 3,928 shares worth $305K. The position accounts for 0.23% of the portfolio, ranked #73.

Householder Group Estate & Retirement Specialist first reported a position in VGT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2021. 1,736 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,928 shares of Vanguard Information Technology ETF worth $305K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 8,520 Vanguard Information Technology ETF shares in Q4 2024, an estimated $654K.
Vanguard Information Technology ETF made up 0.23% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #73 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Information Technology ETF position peaked at $1.28M in Q4 2021.
1,736 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.