Norwood Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Norwood Financial’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 Q1	$228K	Buy	+3,472	New	+$220K	0.33%	67

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Norwood Financial's VGT Position: Q1 2024 in Review

Norwood Financial opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2024: 3,472 shares worth $228K. The stake represents 0.33% of the portfolio and ranks #67 among its holdings.

1,458 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Norwood Financial held 3,472 shares of Vanguard Information Technology ETF worth $228K as of Q1 2024.
Vanguard Information Technology ETF was a new Norwood Financial position in Q1 2024.
Vanguard Information Technology ETF made up 0.33% of Norwood Financial's portfolio in Q1 2024, its #67 holding.
1,458 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.