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

TFO 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
Q3 		– Sell
-10,040
Closed -$724K – 50
2024
Q2 		$724K Buy
+10,040
New +$667K 0.14% 25
2021
Q3 		– Sell
-1,600
Closed -$80K – 184
2021
Q2 		$80K Buy
+1,600
New +$75.5K 0.02% 35

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

TFO Wealth Partners's VGT Position: Q3 2024 in Review

TFO Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 10,040 shares — an estimated $724K sold.

TFO Wealth Partners first reported a position in VGT in Q2 2021 and held it in 2 quarters. The position peaked at $724K in Q2 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • TFO Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10,040 Vanguard Information Technology ETF shares in Q3 2024, an estimated $724K.
  • TFO Wealth Partners first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 2 quarters.
  • TFO Wealth Partners's Vanguard Information Technology ETF position peaked at $724K in Q2 2024.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on TFO Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.