Tyler-Stone Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Tyler-Stone Wealth 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	-56	Closed	-$4.06K	–	916
2024 Q2	$4.06K	Hold	56	–	–	﹤0.01%	786
2024 Q1	$3.69K	Hold	56	–	–	﹤0.01%	784
2023 Q4	$3.4K	Hold	56	–	–	﹤0.01%	764
2023 Q3	$3K	Sell	56 -56	-50%	-$3.04K	﹤0.01%	790
2023 Q2	$6K	Buy	+112	New	+$5.62K	﹤0.01%	687
2022 Q4	$4K	Hold	112	–	–	﹤0.01%	701
2022 Q3	$4K	Sell	112 -8	-7%	-$352	﹤0.01%	688
2022 Q2	$5K	Hold	120	–	–	﹤0.01%	678
2022 Q1	$6K	Hold	120	–	–	﹤0.01%	658
2021 Q4	$7K	Buy	+120	New	+$6.59K	﹤0.01%	663

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Tyler-Stone Wealth Management's VGT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 56 shares — an estimated $4.06K sold.

Tyler-Stone Wealth Management first reported a position in VGT in Q4 2021 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 56 Vanguard Information Technology ETF shares in Q3 2024, an estimated $4.06K.
Tyler-Stone Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Information Technology ETF position peaked at $7K in Q4 2021.
1,576 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.