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Nelson Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Nelson Capital 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
Q2 		– Sell
-3,152
Closed -$207K – 110
2024
Q1 		$207K Buy
+3,152
New +$200K 0.04% 101

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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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nelson Capital Management's VGT Position: Q2 2024 in Review

Nelson Capital Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2024, closing a stake of 3,152 shares — an estimated $207K sold.

Nelson Capital Management first reported a position in VGT in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

  • Nelson Capital Management reported no remaining Vanguard Information Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Nelson Capital Management sold 3,152 Vanguard Information Technology ETF shares in Q2 2024, an estimated $207K.
  • Nelson Capital Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and held it in 1 quarter.
  • Nelson Capital Management's Vanguard Information Technology ETF position peaked at $207K in Q1 2024.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

Based on Nelson Capital Management's 13F filing for Q2 2024, filed 8 Aug 2024.