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Summit Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Summit Wealth Partners’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 		– Sell
-2,800
Closed -$205K – 238
2024
Q3 		$205K Hold
2,800
– – 0.04% 229
2024
Q2 		$202K Buy
+2,800
New +$186K 0.04% 218

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Partners's VGT Position: Q4 2024 in Review

Summit Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 2,800 shares — an estimated $205K sold.

Summit Wealth Partners first reported a position in VGT in Q2 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • Summit Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 2,800 Vanguard Information Technology ETF shares in Q4 2024, an estimated $205K.
  • Summit Wealth Partners first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 2 quarters.
  • Summit Wealth Partners's Vanguard Information Technology ETF position peaked at $205K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.