Three Bridge Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Three Bridge Wealth Advisors’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 Q1	–	Sell	-4,104	Closed	-$248K	–	99
2023 Q4	$248K	Hold	4,104	–	–	0.09%	82
2023 Q3	$213K	Hold	4,104	–	–	0.09%	88
2023 Q2	$227K	Buy	+4,104	New	+$206K	0.1%	84
2022 Q2	–	Sell	-4,104	Closed	-$214K	–	91
2022 Q1	$214K	Buy	+4,104	New	+$211K	0.06%	84

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Three Bridge Wealth Advisors's VGT Position: Q1 2024 in Review

Three Bridge Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2024, closing a stake of 4,104 shares — an estimated $248K sold.

Three Bridge Wealth Advisors first reported a position in VGT in Q1 2022 and held it in 4 quarters. The position peaked at $248K in Q4 2023. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Three Bridge Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2024 after selling out during the quarter.
Three Bridge Wealth Advisors sold 4,104 Vanguard Information Technology ETF shares in Q1 2024, an estimated $248K.
Three Bridge Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2022 and held it in 4 quarters.
Three Bridge Wealth Advisors's Vanguard Information Technology ETF position peaked at $248K in Q4 2023.
1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.