Retirement Group’s Vanguard Information Technology ETF VGT Stock Holding History

Retirement 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 Q1	$78.7K	Hold	1,200	–	–	0.03%	187
2023 Q4	$72.6K	Hold	1,200	–	–	0.03%	180
2023 Q3	$62.2K	Hold	1,200	–	–	0.03%	180
2023 Q2	$66.3K	Hold	1,200	–	–	0.03%	173
2023 Q1	$58K	Hold	1,200	–	–	0.03%	178
2022 Q4	$48K	Hold	1,200	–	–	0.02%	185
2022 Q3	$46K	Hold	1,200	–	–	0.04%	131
2022 Q2	$49K	Hold	1,200	–	–	0.02%	217
2022 Q1	$62K	Hold	1,200	–	–	0.02%	213
2021 Q4	$69K	Hold	1,200	–	–	0.03%	199
2021 Q3	$60K	Sell	1,200 -2,704	-69%	-$140K	0.03%	210
2021 Q2	$195K	Hold	3,904	–	–	0.09%	120
2021 Q1	$175K	Hold	3,904	–	–	0.08%	144
2020 Q4	$172K	Hold	3,904	–	–	0.08%	136
2020 Q3	$152K	Hold	3,904	–	–	0.09%	144
2020 Q2	$136K	Buy	+3,904	New	+$122K	0.08%	142
2019 Q4	$119K	Buy	+3,904	New	+$112K	0.08%	151

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Group's VGT Position: Q1 2024 in Review

Retirement Group held its Vanguard Information Technology ETF (VGT) position steady in Q1 2024 at 1,200 shares worth $78.7K. The position accounts for 0.03% of the portfolio, ranked #187.

Retirement Group first reported a position in VGT in Q4 2019 and has held it in 17 quarters since. The position peaked at $195K in Q2 2021. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Retirement Group held 1,200 shares of Vanguard Information Technology ETF worth $78.7K as of Q1 2024.
Retirement Group left its Vanguard Information Technology ETF share count unchanged in Q1 2024.
Vanguard Information Technology ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #187 holding.
Retirement Group first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Vanguard Information Technology ETF position peaked at $195K in Q2 2021.
1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.