SAM
VGT icon

SignalPoint Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

SignalPoint Asset Management’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 		$1.16M Sell
14,928
-2,952
-17% -$227K 0.28% 61
2024
Q3 		$1.31M Buy
17,880
+6,216
+53% +$442K 0.31% 65
2024
Q2 		$841K Buy
+11,664
New +$775K 0.22% 95

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

SignalPoint Asset Management's VGT Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard Information Technology ETF (VGT) stake by 17% in Q4 2024, selling an estimated $227K and leaving 14,928 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #61.

SignalPoint Asset Management first reported a position in VGT in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.31M in Q3 2024. 1,740 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • SignalPoint Asset Management held 14,928 shares of Vanguard Information Technology ETF worth $1.16M as of Q4 2024.
  • SignalPoint Asset Management sold 2,952 Vanguard Information Technology ETF shares in Q4 2024, an estimated $227K.
  • Vanguard Information Technology ETF made up 0.28% of SignalPoint Asset Management's portfolio in Q4 2024, its #61 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 3 quarters since.
  • SignalPoint Asset Management's Vanguard Information Technology ETF position peaked at $1.31M in Q3 2024.
  • 1,740 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.