RE Dickinson Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

RE Dickinson Investment 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	$217K	Sell	2,792 -352	-11%	-$27K	0.12%	46
2024 Q3	$231K	Hold	3,144	–	–	0.13%	44
2024 Q2	$227K	Hold	3,144	–	–	0.14%	46
2024 Q1	$206K	Buy	3,144 +400	+15%	+$25.4K	0.13%	45
2023 Q4	$166K	Hold	2,744	–	–	0.11%	46
2023 Q3	$142K	Sell	2,744 -80	-3%	-$4.35K	0.1%	51
2023 Q2	$156K	Sell	2,824 -136	-5%	-$6.83K	0.06%	92
2023 Q1	$143K	Hold	2,960	–	–	0.05%	105
2022 Q4	$118K	Hold	2,960	–	–	0.05%	100
2022 Q3	$114K	Sell	2,960 -24	-0.8%	-$1.05K	0.09%	49
2022 Q2	$121K	Hold	2,984	–	–	0.02%	49
2022 Q1	$155K	Buy	2,984 +80	+3%	+$4.11K	0.1%	47
2021 Q4	$166K	Buy	+2,904	New	+$159K	0.13%	41

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RE Dickinson Investment Advisors's VGT Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q4 2024, selling an estimated $27K and leaving 2,792 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #46.

RE Dickinson Investment Advisors first reported a position in VGT in Q4 2021 and has held it in 13 quarters since. The position peaked at $231K in Q3 2024. 1,740 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

RE Dickinson Investment Advisors held 2,792 shares of Vanguard Information Technology ETF worth $217K as of Q4 2024.
RE Dickinson Investment Advisors sold 352 Vanguard Information Technology ETF shares in Q4 2024, an estimated $27K.
Vanguard Information Technology ETF made up 0.12% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #46 holding.
RE Dickinson Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Vanguard Information Technology ETF position peaked at $231K in Q3 2024.
1,740 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.