TrinityPoint Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

TrinityPoint 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
2024 Q4	$726K	Buy	9,336 +8	+0.1%	+$614	0.1%	185
2024 Q3	$684K	Sell	9,328 -736	-7%	-$52.3K	0.1%	195
2024 Q2	$725K	Sell	10,064 -472	-4%	-$31.4K	0.11%	174
2024 Q1	$691K	Sell	10,536 -856	-8%	-$54.3K	0.11%	168
2023 Q4	$689K	Sell	11,392 -1,816	-14%	-$101K	0.12%	158
2023 Q3	$685K	Hold	13,208	–	–	0.14%	148
2023 Q2	$730K	Sell	13,208 -3,880	-23%	-$195K	0.14%	143
2023 Q1	$823K	Sell	17,088 -1,304	-7%	-$57.6K	0.18%	125
2022 Q4	$734K	Buy	18,392 +1,080	+6%	+$44.1K	0.17%	134
2022 Q3	$665K	Buy	17,312 +3,064	+22%	+$135K	0.15%	137
2022 Q2	$582K	Sell	14,248 -136	-0.9%	-$6.13K	0.13%	144
2022 Q1	$749K	Buy	14,384 +7,360	+105%	+$378K	0.14%	137
2021 Q4	$402K	Buy	7,024 +1,496	+27%	+$82.1K	0.07%	212
2021 Q3	$277K	Buy	+5,528	New	+$287K	0.05%	254

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

TrinityPoint Wealth's VGT Position: Q4 2024 in Review

TrinityPoint Wealth increased its Vanguard Information Technology ETF (VGT) stake by 0.09% in Q4 2024, buying an estimated $614 and bringing the position to 9,336 shares worth $726K. The position accounts for 0.1% of the portfolio, ranked #185.

TrinityPoint Wealth first reported a position in VGT in Q3 2021 and has held it in 14 quarters since. The position peaked at $823K in Q1 2023. 1,734 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

TrinityPoint Wealth held 9,336 shares of Vanguard Information Technology ETF worth $726K as of Q4 2024.
TrinityPoint Wealth bought 8 Vanguard Information Technology ETF shares in Q4 2024, an estimated $614.
Vanguard Information Technology ETF made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #185 holding.
TrinityPoint Wealth first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 14 quarters since.
TrinityPoint Wealth's Vanguard Information Technology ETF position peaked at $823K in Q1 2023.
1,734 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.