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Talon Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Talon Private Wealth’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
2025
Q1 		– Sell
-328
Closed -$25.5K – 296
2024
Q4 		$25.5K Hold
328
– – 0.01% 181
2024
Q3 		$24K Buy
+328
New +$23.3K 0.01% 125

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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Talon Private Wealth's VGT Position: Q1 2025 in Review

Talon Private Wealth sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 328 shares — an estimated $25.5K sold.

Talon Private Wealth first reported a position in VGT in Q3 2024 and held it in 2 quarters. The position peaked at $25.5K in Q4 2024. 1,673 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Talon Private Wealth reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Talon Private Wealth sold 328 Vanguard Information Technology ETF shares in Q1 2025, an estimated $25.5K.
  • Talon Private Wealth first reported a position in Vanguard Information Technology ETF in Q3 2024 and held it in 2 quarters.
  • Talon Private Wealth's Vanguard Information Technology ETF position peaked at $25.5K in Q4 2024.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Talon Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.