LDB
VGT icon

Lee, Danner & Bass’s Vanguard Information Technology ETF VGT Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-928
Closed -$72.1K – 682
2024
Q4 		$72.1K Buy
+928
New +$71.3K 0.01% 311

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Lee, Danner & Bass's VGT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 928 shares — an estimated $72.1K sold.

Lee, Danner & Bass first reported a position in VGT in Q4 2024 and held it in 1 quarter. The position peaked at $72.1K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 928 Vanguard Information Technology ETF shares in Q1 2025, an estimated $72.1K.
  • Lee, Danner & Bass first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard Information Technology ETF position peaked at $72.1K in Q4 2024.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.