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Planning Capital Management Corporation’s Vanguard Information Technology ETF VGT Stock Holding History

Planning Capital Management Corporation’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 		$159K Buy
2,168
+168
+8% +$11.9K 0.11% 99
2024
Q2 		$144K Buy
2,000
+744
+59% +$49.5K 0.1% 107
2024
Q1 		$82.6K Buy
1,256
+1,248
+15,600% +$79.1K 0.06% 149
2023
Q4 		$522 Buy
+8
New +$446 ﹤0.01% 626

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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

Planning Capital Management Corporation's VGT Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Vanguard Information Technology ETF (VGT) stake by 8.4% in Q3 2024, buying an estimated $11.9K and bringing the position to 2,168 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #99.

Planning Capital Management Corporation first reported a position in VGT in Q4 2023 and has held it in 4 quarters since. 1,573 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • Planning Capital Management Corporation held 2,168 shares of Vanguard Information Technology ETF worth $159K as of Q3 2024.
  • Planning Capital Management Corporation bought 168 Vanguard Information Technology ETF shares in Q3 2024, an estimated $11.9K.
  • Vanguard Information Technology ETF made up 0.11% of Planning Capital Management Corporation's portfolio in Q3 2024, its #99 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.