WealthPLAN Partners’s Vanguard Information Technology ETF VGT Stock Holding History

WealthPLAN Partners’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	-4,576	Closed	-$330K	–	306
2024 Q2	$330K	Buy	4,576 +88	+2%	+$5.85K	0.04%	240
2024 Q1	$294K	Buy	4,488 +496	+12%	+$31.4K	0.03%	261
2023 Q4	$242K	Hold	3,992	–	–	0.02%	292
2023 Q3	$207K	Buy	3,992 +200	+5%	+$10.9K	0.02%	297
2023 Q2	$210K	Buy	3,792 +208	+6%	+$10.4K	0.03%	287
2023 Q1	$173K	Buy	+3,584	New	+$158K	0.02%	333
2021 Q1	–	Sell	-4,392	Closed	-$203K	–	352
2020 Q4	$203K	Buy	+4,392	New	+$181K	0.02%	314
2017 Q2	–	Sell	-560	Closed	-$9.43K	–	415
2017 Q1	$9.43K	Buy	+560	New	+$9.15K	0.03%	280
2016 Q3	$21.7K	Sell	1,448 -240	-14%	-$3.48K	0.01%	470
2016 Q2	$23	Buy	+1,688	New	+$22.7K	﹤0.01%	2475
2015 Q4	$33.7K	Buy	+9,040	New	+$123K	0.01%	732
2015 Q2	$44K	Sell	3,280 -9,200	-74%	-$125K	0.02%	184
2015 Q1	$167K	Buy	+12,480	New	+$165K	0.08%	128

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

WealthPLAN Partners's VGT Position: Q3 2024 in Review

WealthPLAN Partners sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 4,576 shares — an estimated $330K sold.

WealthPLAN Partners first reported a position in VGT in Q1 2015 and held it in 13 quarters. The position peaked at $330K in Q2 2024. 1,575 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

WealthPLAN Partners reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 4,576 Vanguard Information Technology ETF shares in Q3 2024, an estimated $330K.
WealthPLAN Partners first reported a position in Vanguard Information Technology ETF in Q1 2015 and held it in 13 quarters.
WealthPLAN Partners's Vanguard Information Technology ETF position peaked at $330K in Q2 2024.
1,575 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.