Monterey Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Monterey Private Wealth’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	$213K	Hold	3,144	–	–	0.06%	127
2024 Q4	$244K	Sell	3,144 -200	-6%	-$15.4K	0.08%	112
2024 Q3	$245K	Buy	+3,344	New	+$238K	0.08%	108
2022 Q1	–	Sell	-4,552	Closed	-$261K	–	132
2021 Q4	$261K	Hold	4,552	–	–	0.13%	92
2021 Q3	$229K	Buy	+4,552	New	+$236K	0.13%	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

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 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

Monterey Private Wealth's VGT Position: Q1 2025 in Review

Monterey Private Wealth held its Vanguard Information Technology ETF (VGT) position steady in Q1 2025 at 3,144 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #127.

Monterey Private Wealth first reported a position in VGT in Q3 2021 and has held it in 5 quarters since. The position peaked at $261K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Monterey Private Wealth held 3,144 shares of Vanguard Information Technology ETF worth $213K as of Q1 2025.
Monterey Private Wealth left its Vanguard Information Technology ETF share count unchanged in Q1 2025.
Vanguard Information Technology ETF made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #127 holding.
Monterey Private Wealth first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 5 quarters since.
Monterey Private Wealth's Vanguard Information Technology ETF position peaked at $261K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.