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WR Wealth Planners’s Vanguard Information Technology ETF VGT Stock Holding History

WR Wealth Planners’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
Q4 		$31.1K Hold
400
– – 0.01% 386
2024
Q3 		$29.3K Hold
400
– – 0.01% 422
2024
Q2 		$28.8K Hold
400
– – 0.01% 398
2024
Q1 		$26.2K Buy
+400
New +$25.4K 0.01% 410
2023
Q4 		– Sell
-400
Closed -$20.7K – 835
2023
Q3 		$20.7K Hold
400
– – 0.01% 419
2023
Q2 		$22.1K Hold
400
– – 0.01% 419
2023
Q1 		$19.3K Buy
+400
New +$17.7K 0.01% 440

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's VGT Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Information Technology ETF (VGT) position steady in Q4 2024 at 400 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #386.

WR Wealth Planners first reported a position in VGT in Q1 2023 and has held it in 7 quarters since. 1,735 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

  • WR Wealth Planners held 400 shares of Vanguard Information Technology ETF worth $31.1K as of Q4 2024.
  • WR Wealth Planners left its Vanguard Information Technology ETF share count unchanged in Q4 2024.
  • Vanguard Information Technology ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #386 holding.
  • WR Wealth Planners first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 7 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.