Towercrest Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Towercrest Capital Management’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	-6,720	Closed	-$484K	–	109
2024 Q2	$484K	Hold	6,720	–	–	0.08%	73
2024 Q1	$440K	Hold	6,720	–	–	0.07%	77
2023 Q4	$407K	Hold	6,720	–	–	0.07%	77
2023 Q3	$349K	Sell	6,720 -328	-5%	-$17.8K	0.07%	81
2023 Q2	$390K	Hold	7,048	–	–	0.07%	77
2023 Q1	$340K	Hold	7,048	–	–	0.07%	73
2022 Q4	$281K	Sell	7,048 -1,376	-16%	-$56.1K	0.06%	77
2022 Q3	$324K	Hold	8,424	–	–	0.08%	67
2022 Q2	$344K	Buy	8,424 +8	+0.1%	+$360	0.08%	67
2022 Q1	$438K	Hold	8,416	–	–	0.09%	65
2021 Q4	$482K	Hold	8,416	–	–	0.09%	65
2021 Q3	$422K	Hold	8,416	–	–	0.08%	66
2021 Q2	$420K	Buy	8,416 +1,696	+25%	+$80K	0.08%	64
2021 Q1	$301K	Hold	6,720	–	–	0.06%	72
2020 Q4	$297K	Hold	6,720	–	–	0.07%	70
2020 Q3	$262K	Hold	6,720	–	–	0.06%	70
2020 Q2	$234K	Hold	6,720	–	–	0.06%	71
2020 Q1	$206K	Hold	6,720	–	–	0.06%	77
2019 Q4	$206K	Buy	+6,720	New	+$192K	0.05%	79

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

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

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

Towercrest Capital Management's VGT Position: Q3 2024 in Review

Towercrest Capital Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 6,720 shares — an estimated $484K sold.

Towercrest Capital Management first reported a position in VGT in Q4 2019 and held it in 19 quarters. The position peaked at $484K in Q2 2024. 1,572 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Towercrest Capital Management reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
Towercrest Capital Management sold 6,720 Vanguard Information Technology ETF shares in Q3 2024, an estimated $484K.
Towercrest Capital Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 19 quarters.
Towercrest Capital Management's Vanguard Information Technology ETF position peaked at $484K in Q2 2024.
1,572 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Towercrest Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.