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

Platte River 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	$370K	Hold	5,040	–	–	0.1%	75
2024 Q2	$363K	Hold	5,040	–	–	0.1%	75
2024 Q1	$330K	Buy	5,040 +480	+11%	+$30.4K	0.09%	81
2023 Q4	$276K	Hold	4,560	–	–	0.09%	85
2023 Q3	$236K	Hold	4,560	–	–	0.09%	87
2023 Q2	$252K	Hold	4,560	–	–	0.09%	86
2023 Q1	$220K	Buy	+4,560	New	+$202K	0.08%	89

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

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

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

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

Platte River Wealth Advisors's VGT Position: Q3 2024 in Review

Platte River Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2024 at 5,040 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #75.

Platte River Wealth Advisors first reported a position in VGT in Q1 2023 and has held it in 7 quarters since. 1,573 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Platte River Wealth Advisors held 5,040 shares of Vanguard Information Technology ETF worth $370K as of Q3 2024.
Platte River Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2024.
Vanguard Information Technology ETF made up 0.1% of Platte River Wealth Advisors's portfolio in Q3 2024, its #75 holding.
Platte River Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 7 quarters since.
1,573 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.