Sweet Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Sweet Financial 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 Q3	$793K	Buy	10,808 +120	+1%	+$8.53K	0.17%	94
2024 Q2	$771K	Sell	10,688 -368	-3%	-$24.5K	0.18%	93
2024 Q1	$725K	Buy	11,056 +200	+2%	+$12.7K	0.17%	98
2023 Q4	$657K	Hold	10,856	–	–	0.16%	100
2023 Q3	$563K	Sell	10,856 -664	-6%	-$36.1K	0.15%	94
2023 Q2	$637K	Buy	11,520 +1,160	+11%	+$58.3K	0.17%	88
2023 Q1	$499K	Sell	10,360 -2,528	-20%	-$112K	0.14%	106
2022 Q4	$515K	Buy	12,888 +5,240	+69%	+$214K	0.15%	99
2022 Q3	$294K	Sell	7,648 -440	-5%	-$19.3K	0.09%	131
2022 Q2	$330K	Buy	8,088 +8	+0.1%	+$360	0.1%	121
2022 Q1	$421K	Buy	8,080 +280	+4%	+$14.4K	0.11%	111
2021 Q4	$447K	Buy	+7,800	New	+$428K	0.19%	76

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Sweet Financial Partners's VGT Position: Q3 2024 in Review

Sweet Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q3 2024, buying an estimated $8.53K and bringing the position to 10,808 shares worth $793K. The position accounts for 0.17% of the portfolio, ranked #94.

Sweet Financial Partners first reported a position in VGT in Q4 2021 and has held it in 12 quarters since. 1,576 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Sweet Financial Partners held 10,808 shares of Vanguard Information Technology ETF worth $793K as of Q3 2024.
Sweet Financial Partners bought 120 Vanguard Information Technology ETF shares in Q3 2024, an estimated $8.53K.
Vanguard Information Technology ETF made up 0.17% of Sweet Financial Partners's portfolio in Q3 2024, its #94 holding.
Sweet Financial Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 12 quarters since.
1,576 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.