Stevard LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Stevard LLC’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	–	Sell	-12,312	Closed	-$887K	–	51
2024 Q2	$887K	Hold	12,312	–	–	0.77%	20
2024 Q1	$807K	Hold	12,312	–	–	0.73%	22
2023 Q4	$745K	Hold	12,312	–	–	0.73%	22
2023 Q3	$639K	Hold	12,312	–	–	0.65%	20
2023 Q2	$680K	Hold	12,312	–	–	0.65%	21
2023 Q1	$593K	Hold	12,312	–	–	0.56%	24
2022 Q4	$492K	Hold	12,312	–	–	0.42%	29
2022 Q3	$473K	Buy	+12,312	New	+$541K	0.45%	31
2022 Q1	$641K	Hold	12,312	–	–	0.49%	28
2021 Q4	$705K	Hold	12,312	–	–	0.5%	31
2021 Q3	$618K	Hold	12,312	–	–	0.49%	34
2021 Q2	$614K	Hold	12,312	–	–	0.47%	35
2021 Q1	$552K	Hold	12,312	–	–	0.45%	36
2020 Q4	$544K	Hold	12,312	–	–	0.18%	44
2020 Q3	$479K	Sell	12,312 -1,488	-11%	-$56K	0.2%	72
2020 Q2	$481K	Sell	13,800 -7,848	-36%	-$245K	0.25%	64
2020 Q1	$618K	Buy	21,648 +10,824	+100%	+$328K	0.4%	29
2019 Q4	$331K	Buy	+10,824	New	+$310K	0.21%	48

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

Stevard LLC's VGT Position: Q3 2024 in Review

Stevard LLC sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 12,312 shares — an estimated $887K sold.

Stevard LLC first reported a position in VGT in Q4 2019 and held it in 18 quarters. The position peaked at $887K in Q2 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Stevard LLC reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
Stevard LLC sold 12,312 Vanguard Information Technology ETF shares in Q3 2024, an estimated $887K.
Stevard LLC first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 18 quarters.
Stevard LLC's Vanguard Information Technology ETF position peaked at $887K in Q2 2024.
1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Stevard LLC's 13F filing for Q3 2024, filed 14 Nov 2024.