KIG
VGT icon

Kowal Investment Group’s Vanguard Information Technology ETF VGT Stock Holding History

Kowal Investment Group’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 		$215K Hold
2,936
– – 0.04% 190
2024
Q2 		$212K Sell
2,936
-552
-16% -$36.7K 0.04% 173
2024
Q1 		$229K Sell
3,488
-216
-6% -$13.7K 0.05% 164
2023
Q4 		$224K Buy
+3,704
New +$206K 0.05% 156
2021
Q4 		– Sell
-672
Closed -$34K – 904
2021
Q3 		$34K Buy
+672
New +$34.8K 0.01% 294

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

Kowal Investment Group's VGT Position: Q3 2024 in Review

Kowal Investment Group held its Vanguard Information Technology ETF (VGT) position steady in Q3 2024 at 2,936 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #190.

Kowal Investment Group first reported a position in VGT in Q3 2021 and has held it in 5 quarters since. The position peaked at $229K in Q1 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • Kowal Investment Group held 2,936 shares of Vanguard Information Technology ETF worth $215K as of Q3 2024.
  • Kowal Investment Group left its Vanguard Information Technology ETF share count unchanged in Q3 2024.
  • Vanguard Information Technology ETF made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #190 holding.
  • Kowal Investment Group first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 5 quarters since.
  • Kowal Investment Group's Vanguard Information Technology ETF position peaked at $229K in Q1 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.