IF
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IRON Financial’s Vanguard Information Technology ETF VGT Stock Holding History

IRON Financial’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
-5,408
Closed -$390K – 125
2024
Q2 		$390K Hold
5,408
– – 0.22% 72
2024
Q1 		$354K Hold
5,408
– – 0.2% 71
2023
Q4 		$327K Buy
5,408
+8
+0.1% +$446 0.19% 75
2023
Q3 		$280K Hold
5,400
– – 0.16% 77
2023
Q2 		$299K Hold
5,400
– – 0.16% 71
2023
Q1 		$260K Hold
5,400
– – 0.14% 74
2022
Q4 		$216K Buy
5,400
+24
+0.4% +$979 0.12% 85
2022
Q3 		$206K Hold
5,376
– – 0.11% 88
2022
Q2 		$219K Sell
5,376
-1,824
-25% -$82.2K 0.11% 87
2022
Q1 		$375K Buy
7,200
+8
+0.1% +$411 0.17% 76
2021
Q4 		$412K Buy
7,192
+1,856
+35% +$102K 0.18% 70
2021
Q3 		$268K Hold
5,336
– – 0.13% 88
2021
Q2 		$266K Buy
5,336
+8
+0.2% +$377 0.12% 83
2021
Q1 		$239K Sell
5,328
-1,848
-26% -$83.1K 0.13% 89
2020
Q4 		$318K Buy
7,176
+8
+0.1% +$329 0.16% 76
2020
Q3 		$279K Buy
7,168
+8
+0.1% +$301 0.15% 78
2020
Q2 		$249K Buy
+7,160
New +$223K 0.13% 88
2020
Q1 		– Sell
-6,960
Closed -$213K – 120
2019
Q4 		$213K Buy
+6,960
New +$199K 0.1% 104

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
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

IRON Financial's VGT Position: Q3 2024 in Review

IRON Financial sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 5,408 shares — an estimated $390K sold.

IRON Financial first reported a position in VGT in Q4 2019 and held it in 18 quarters. The position peaked at $412K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • IRON Financial reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
  • IRON Financial sold 5,408 Vanguard Information Technology ETF shares in Q3 2024, an estimated $390K.
  • IRON Financial first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 18 quarters.
  • IRON Financial's Vanguard Information Technology ETF position peaked at $412K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on IRON Financial's 13F filing for Q3 2024, filed 28 Oct 2024.