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Pineridge Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Pineridge 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
Q4 		– Sell
-120
Closed -$8.8K – 680
2024
Q3 		$8.8K Buy
+120
New +$8.53K ﹤0.01% 291
2024
Q2 		– Sell
-344
Closed -$22.6K – 673
2024
Q1 		$22.6K Hold
344
– – 0.01% 209
2023
Q4 		$20.9K Buy
+344
New +$19.2K 0.01% 262

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pineridge Advisors's VGT Position: Q4 2024 in Review

Pineridge Advisors sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 120 shares — an estimated $8.8K sold.

Pineridge Advisors first reported a position in VGT in Q4 2023 and held it in 3 quarters. The position peaked at $22.6K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Pineridge Advisors reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Pineridge Advisors sold 120 Vanguard Information Technology ETF shares in Q4 2024, an estimated $8.8K.
  • Pineridge Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and held it in 3 quarters.
  • Pineridge Advisors's Vanguard Information Technology ETF position peaked at $22.6K in Q1 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Pineridge Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.