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VitalStone Financial’s Global X Cybersecurity ETF BUG Stock Holding History

VitalStone Financial’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$113K Hold
3,644
– – 0.08% 133
2024
Q2 		$108K Hold
3,644
– – 0.08% 138
2024
Q1 		$108K Hold
3,644
– – 0.08% 128
2023
Q4 		$107K Hold
3,644
– – 0.09% 119
2023
Q3 		$90K Hold
3,644
– – 0.08% 108
2023
Q2 		$85K Buy
+3,644
New +$84.2K 0.05% 262
2023
Q1 		– Sell
-3,644
Closed -$76K – 387
2022
Q4 		$76K Buy
+3,644
New +$83.9K 0.05% 120

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VitalStone Financial's BUG Position: Q3 2024 in Review

VitalStone Financial held its Global X Cybersecurity ETF (BUG) position steady in Q3 2024 at 3,644 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #133.

VitalStone Financial first reported a position in BUG in Q4 2022 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold BUG as of Q3 2024.

  • VitalStone Financial held 3,644 shares of Global X Cybersecurity ETF worth $113K as of Q3 2024.
  • VitalStone Financial left its Global X Cybersecurity ETF share count unchanged in Q3 2024.
  • Global X Cybersecurity ETF made up 0.08% of VitalStone Financial's portfolio in Q3 2024, its #133 holding.
  • VitalStone Financial first reported a position in Global X Cybersecurity ETF in Q4 2022 and has held it in 7 quarters since.
  • 162 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.