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Wetzel Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Wetzel Investment Advisors’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
-600
Closed -$39.3K – 858
2024
Q2 		$39.3K Hold
600
– – 0.02% 267
2024
Q1 		$37K Hold
600
– – 0.02% 288
2023
Q4 		$36K Buy
+600
New +$33.4K 0.02% 290

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wetzel Investment Advisors's VGT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 600 shares — an estimated $39.3K sold.

Wetzel Investment Advisors first reported a position in VGT in Q4 2023 and held it in 3 quarters. The position peaked at $39.3K in Q2 2024. 1,576 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 600 Vanguard Information Technology ETF shares in Q3 2024, an estimated $39.3K.
  • Wetzel Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard Information Technology ETF position peaked at $39.3K in Q2 2024.
  • 1,576 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.