LifePro Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

LifePro Asset Management’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	$331K	Sell	4,512 -120	-3%	-$8.53K	0.2%	101
2024 Q2	$334K	Buy	4,632 +416	+10%	+$27.7K	0.24%	91
2024 Q1	$276K	Buy	4,216 +320	+8%	+$20.3K	0.18%	103
2023 Q4	$236K	Sell	3,896 -224	-5%	-$12.5K	0.18%	89
2023 Q3	$214K	Buy	+4,120	New	+$224K	0.18%	91

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

LifePro Asset Management's VGT Position: Q3 2024 in Review

LifePro Asset Management reduced its Vanguard Information Technology ETF (VGT) stake by 2.6% in Q3 2024, selling an estimated $8.53K and leaving 4,512 shares worth $331K. The position accounts for 0.2% of the portfolio, ranked #101.

LifePro Asset Management first reported a position in VGT in Q3 2023 and has held it in 5 quarters since. The position peaked at $334K in Q2 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

LifePro Asset Management held 4,512 shares of Vanguard Information Technology ETF worth $331K as of Q3 2024.
LifePro Asset Management sold 120 Vanguard Information Technology ETF shares in Q3 2024, an estimated $8.53K.
Vanguard Information Technology ETF made up 0.2% of LifePro Asset Management's portfolio in Q3 2024, its #101 holding.
LifePro Asset Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 5 quarters since.
LifePro Asset Management's Vanguard Information Technology ETF position peaked at $334K in Q2 2024.
1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.