Peterson Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Peterson Financial Group’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	$29.7K	Buy	+408	New	+$29K	0.11%	125

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Peterson Financial Group's VGT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2024: 408 shares worth $29.7K. The stake represents 0.11% of the portfolio and ranks #125 among its holdings.

1,575 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Peterson Financial Group held 408 shares of Vanguard Information Technology ETF worth $29.7K as of Q3 2024.
Vanguard Information Technology ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Information Technology ETF made up 0.11% of Peterson Financial Group's portfolio in Q3 2024, its #125 holding.
1,575 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.