VitalStone Financial’s Vanguard Information Technology ETF VGT Stock Holding History

VitalStone Financial’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	$21.7K	Buy	296 +48	+19%	+$3.41K	0.01%	221
2024 Q2	$17.9K	Hold	248	–	–	0.01%	231
2024 Q1	$16K	Hold	248	–	–	0.01%	245
2023 Q4	$15K	Buy	248 +40	+19%	+$2.23K	0.01%	254
2023 Q3	$12K	Buy	208 +120	+136%	+$6.53K	0.01%	235
2023 Q2	$5K	Sell	88 -117,976	-100%	-$5.92M	﹤0.01%	728
2023 Q1	$6.75M	Buy	118,064 +117,976	+134,064%	+$5.22M	5.57%	7
2022 Q4	$4K	Buy	+88	New	+$3.59K	﹤0.01%	423

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

VitalStone Financial's VGT Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Information Technology ETF (VGT) stake by 19% in Q3 2024, buying an estimated $3.41K and bringing the position to 296 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #221.

VitalStone Financial first reported a position in VGT in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.75M in Q1 2023. 1,573 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

VitalStone Financial held 296 shares of Vanguard Information Technology ETF worth $21.7K as of Q3 2024.
VitalStone Financial bought 48 Vanguard Information Technology ETF shares in Q3 2024, an estimated $3.41K.
Vanguard Information Technology ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #221 holding.
VitalStone Financial first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Vanguard Information Technology ETF position peaked at $6.75M in Q1 2023.
1,573 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

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