Wintrust Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Wintrust Investments’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	-3,144	Closed	-$227K	–	515
2024 Q2	$227K	Sell	3,144 -160	-5%	-$10.6K	0.02%	430
2024 Q1	$217K	Sell	3,304 -144	-4%	-$9.13K	0.02%	438
2023 Q4	$208K	Buy	+3,448	New	+$192K	0.02%	424
2017 Q2	–	Sell	-17,000	Closed	-$288K	–	304
2017 Q1	$288K	Sell	17,000 -1,536	-8%	-$25.1K	0.08%	237
2016 Q4	$282K	Sell	18,536 -64	-0.3%	-$964	0.12%	164
2016 Q3	$280K	Sell	18,600 -160	-0.9%	-$2.32K	0.13%	146
2016 Q2	$51K	Buy	+18,760	New	+$252K	0.1%	91

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

Wintrust Investments's VGT Position: Q3 2024 in Review

Wintrust Investments sold out of Vanguard Information Technology ETF (VGT) in Q3 2024, closing a stake of 3,144 shares — an estimated $227K sold.

Wintrust Investments first reported a position in VGT in Q2 2016 and held it in 7 quarters. The position peaked at $288K in Q1 2017. 1,575 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

Wintrust Investments reported no remaining Vanguard Information Technology ETF position as of Q3 2024 after selling out during the quarter.
Wintrust Investments sold 3,144 Vanguard Information Technology ETF shares in Q3 2024, an estimated $227K.
Wintrust Investments first reported a position in Vanguard Information Technology ETF in Q2 2016 and held it in 7 quarters.
Wintrust Investments's Vanguard Information Technology ETF position peaked at $288K in Q1 2017.
1,575 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.