Personal CFO Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Personal CFO Solutions’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	-4,440	Closed	-$325K	–	605
2024 Q3	$325K	Buy	4,440 +168	+4%	+$11.9K	0.05%	393
2024 Q2	$308K	Buy	4,272 +648	+18%	+$43.1K	0.05%	372
2024 Q1	$238K	Buy	3,624 +88	+2%	+$5.58K	0.04%	469
2023 Q4	$214K	Buy	+3,536	New	+$197K	0.04%	472
2022 Q1	–	Sell	-3,536	Closed	-$203K	–	519
2021 Q4	$203K	Buy	+3,536	New	+$194K	0.04%	443

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal CFO Solutions's VGT Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 4,440 shares — an estimated $325K sold.

Personal CFO Solutions first reported a position in VGT in Q4 2021 and held it in 5 quarters. The position peaked at $325K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

Personal CFO Solutions reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 4,440 Vanguard Information Technology ETF shares in Q4 2024, an estimated $325K.
Personal CFO Solutions first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 5 quarters.
Personal CFO Solutions's Vanguard Information Technology ETF position peaked at $325K in Q3 2024.
1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.