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Vanguard Information Technology ETF shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Vanguard Information Technology ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Information Technology ETF held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Information Technology ETF by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 2.4k 524.45
2023-12-31 $1.2M 2.4k 484.04
2023-09-30 $750k 1.8k 415.01

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Vanguard Information Technology ETF

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Fisher Investments
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Stifel Financial
HighTower Advisors
Pnc Financial Services
Beacon Capital Management
Taiyo Life Insurance
HPM Partners
Janney Montgomery Scott

View all funds holding Vanguard Information Technology ETF