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Mowery & Schoenfeld Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Mowery & Schoenfeld Wealth 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
Q4 		– Sell
-1,968
Closed -$144K – 516
2024
Q3 		$144K Hold
1,968
– – 0.23% 50
2024
Q2 		$142K Buy
+1,968
New +$131K 0.2% 49

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VGT Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 1,968 shares — an estimated $144K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VGT in Q2 2024 and held it in 2 quarters. The position peaked at $144K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,968 Vanguard Information Technology ETF shares in Q4 2024, an estimated $144K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Vanguard Information Technology ETF position peaked at $144K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.