Kingfisher Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Kingfisher Capital’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	$535K	Buy	7,296 +8	+0.1%	+$569	0.12%	124
2024 Q2	$525K	Hold	7,288	–	–	0.12%	115
2024 Q1	$478K	Buy	7,288 +16	+0.2%	+$1.01K	0.12%	120
2023 Q4	$440K	Buy	7,272 +24	+0.3%	+$1.34K	0.11%	121
2023 Q3	$376K	Buy	7,248 +16	+0.2%	+$870	0.1%	124
2023 Q2	$400K	Hold	7,232	–	–	0.1%	126
2023 Q1	$349K	Buy	7,232 +16	+0.2%	+$707	0.09%	132
2022 Q4	$288K	Buy	7,216 +16	+0.2%	+$653	0.08%	144
2022 Q3	$277K	Buy	+7,200	New	+$317K	0.08%	149

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

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

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

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

Kingfisher Capital's VGT Position: Q3 2024 in Review

Kingfisher Capital increased its Vanguard Information Technology ETF (VGT) stake by 0.11% in Q3 2024, buying an estimated $569 and bringing the position to 7,296 shares worth $535K. The position accounts for 0.12% of the portfolio, ranked #124.

Kingfisher Capital first reported a position in VGT in Q3 2022 and has held it in 9 quarters since. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Kingfisher Capital held 7,296 shares of Vanguard Information Technology ETF worth $535K as of Q3 2024.
Kingfisher Capital bought 8 Vanguard Information Technology ETF shares in Q3 2024, an estimated $569.
Vanguard Information Technology ETF made up 0.12% of Kingfisher Capital's portfolio in Q3 2024, its #124 holding.
Kingfisher Capital first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 9 quarters since.
1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.