Sugarloaf Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Sugarloaf Wealth 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	$348K	Hold	4,480	–	–	0.07%	117
2024 Q3	$328K	Hold	4,480	–	–	0.06%	113
2024 Q2	$323K	Hold	4,480	–	–	0.07%	111
2024 Q1	$294K	Hold	4,480	–	–	0.06%	114
2023 Q4	$271K	Hold	4,480	–	–	0.07%	109
2023 Q3	$232K	Hold	4,480	–	–	0.06%	109
2023 Q2	$248K	Hold	4,480	–	–	0.06%	108
2023 Q1	$216K	Hold	4,480	–	–	0.05%	122
2022 Q4	$179K	Hold	4,480	–	–	0.04%	136
2022 Q3	$173K	Hold	4,480	–	–	0.04%	137
2022 Q2	$183K	Hold	4,480	–	–	0.05%	132
2022 Q1	$233K	Sell	4,480 -2,880	-39%	-$148K	0.06%	111
2021 Q4	$421K	Buy	7,360 +8	+0.1%	+$439	0.1%	81
2021 Q3	$369K	Sell	7,352 -880	-11%	-$45.6K	0.1%	82
2021 Q2	$410K	Buy	8,232 +7,560	+1,125%	+$357K	0.11%	79
2021 Q1	$526	Sell	672 -3,808	-85%	-$171K	0.16%	66
2020 Q4	$198K	Sell	4,480 -752	-14%	-$30.9K	0.07%	115
2020 Q3	$204K	Hold	5,232	–	–	0.07%	113
2020 Q2	$182K	Hold	5,232	–	–	0.07%	114
2020 Q1	$139K	Buy	5,232 +88	+2%	+$2.67K	0.06%	129
2019 Q4	$158K	Buy	+5,144	New	+$147K	0.07%	137

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's VGT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q4 2024 at 4,480 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #117.

Sugarloaf Wealth Management first reported a position in VGT in Q4 2019 and has held it in 21 quarters since. The position peaked at $421K in Q4 2021. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

Sugarloaf Wealth Management held 4,480 shares of Vanguard Information Technology ETF worth $348K as of Q4 2024.
Sugarloaf Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q4 2024.
Vanguard Information Technology ETF made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #117 holding.
Sugarloaf Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Vanguard Information Technology ETF position peaked at $421K in Q4 2021.
1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.