Van Leeuwen & Company’s Vanguard Information Technology ETF VGT Stock Holding History

Van Leeuwen & Company’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	$220K	Sell	3,360 -200	-6%	-$12.7K	0.11%	86
2023 Q4	$215K	Buy	+3,560	New	+$198K	0.13%	83
2022 Q1	–	Sell	-4,336	Closed	-$248K	–	79
2021 Q4	$248K	Hold	4,336	–	–	0.14%	61
2021 Q3	$217K	Hold	4,336	–	–	0.13%	65
2021 Q2	$216K	Sell	4,336 -240	-5%	-$11.3K	0.13%	71
2021 Q1	$205K	Sell	4,576 -400	-8%	-$18K	0.13%	62
2020 Q4	$220K	Sell	4,976 -2,304	-32%	-$94.8K	0.15%	64
2020 Q3	$283K	Hold	7,280	–	–	0.22%	55
2020 Q2	$254K	Buy	+7,280	New	+$227K	0.2%	60

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

Van Leeuwen & Company's VGT Position: Q1 2024 in Review

Van Leeuwen & Company reduced its Vanguard Information Technology ETF (VGT) stake by 5.6% in Q1 2024, selling an estimated $12.7K and leaving 3,360 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #86.

Van Leeuwen & Company first reported a position in VGT in Q2 2020 and has held it in 9 quarters since. The position peaked at $283K in Q3 2020. 1,458 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Van Leeuwen & Company held 3,360 shares of Vanguard Information Technology ETF worth $220K as of Q1 2024.
Van Leeuwen & Company sold 200 Vanguard Information Technology ETF shares in Q1 2024, an estimated $12.7K.
Vanguard Information Technology ETF made up 0.11% of Van Leeuwen & Company's portfolio in Q1 2024, its #86 holding.
Van Leeuwen & Company first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 9 quarters since.
Van Leeuwen & Company's Vanguard Information Technology ETF position peaked at $283K in Q3 2020.
1,458 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.