IWS
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Insight Wealth Strategies’s Vanguard Information Technology ETF VGT Stock Holding History

Insight Wealth Strategies’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
-7,584
Closed -$556K – 176
2024
Q3 		$556K Hold
7,584
– – 0.07% 125
2024
Q2 		$547K Buy
+7,584
New +$504K 0.08% 128

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Insight Wealth Strategies's VGT Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 7,584 shares — an estimated $556K sold.

Insight Wealth Strategies first reported a position in VGT in Q2 2024 and held it in 2 quarters. The position peaked at $556K in Q3 2024. 1,740 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,584 Vanguard Information Technology ETF shares in Q4 2024, an estimated $556K.
  • Insight Wealth Strategies first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 2 quarters.
  • Insight Wealth Strategies's Vanguard Information Technology ETF position peaked at $556K in Q3 2024.
  • 1,740 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.