OWA
VGT icon

Opal Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Opal Wealth Advisors’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 		– Sell
-88
Closed -$6.34K – 1132
2024
Q2 		$6.34K Sell
88
-424
-83% -$28.2K ﹤0.01% 752
2024
Q1 		$33.6K Buy
+512
New +$32.5K 0.01% 220

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
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
Northwestern Mutual Wealth Management
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

Opal Wealth Advisors's VGT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 88 shares — an estimated $6.34K sold.

Opal Wealth Advisors first reported a position in VGT in Q1 2024 and held it in 2 quarters. The position peaked at $33.6K in Q1 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 88 Vanguard Information Technology ETF shares in Q3 2024, an estimated $6.34K.
  • Opal Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Vanguard Information Technology ETF position peaked at $33.6K in Q1 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.