Aevitas Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Aevitas Wealth Management’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
2022 Q4	$752K	Buy	18,840 +152	+0.8%	+$6.2K	0.45%	55
2022 Q3	$718K	Sell	18,688 -7,592	-29%	-$334K	0.54%	52
2022 Q2	$1.07M	Sell	26,280 -2,384	-8%	-$107K	0.73%	43
2022 Q1	$1.49M	Sell	28,664 -12,256	-30%	-$629K	0.91%	32
2021 Q4	$2.34M	Sell	40,920 -480	-1%	-$26.4K	1.4%	17
2021 Q3	$2.08M	Sell	41,400 -1,336	-3%	-$69.2K	1.33%	19
2021 Q2	$2.13M	Buy	42,736 +1,696	+4%	+$80K	1.36%	18
2021 Q1	$1.84M	Sell	41,040 -328	-0.8%	-$14.8K	1.28%	18
2020 Q4	$1.83M	Sell	41,368 -944	-2%	-$38.8K	1.34%	19
2020 Q3	$1.65M	Sell	42,312 -760	-2%	-$28.6K	1.36%	19
2020 Q2	$1.5M	Buy	43,072 +920	+2%	+$28.7K	1.39%	20
2020 Q1	$1.12M	Buy	42,152 +304	+0.7%	+$9.21K	1.25%	22
2019 Q4	$1.28M	Buy	41,848 +504	+1%	+$14.4K	1.2%	26
2019 Q3	$1.11M	Sell	41,344 -1,000	-2%	-$26.9K	1.12%	27
2019 Q2	$1.12M	Sell	42,344 -2,520	-6%	-$65K	1.12%	26
2019 Q1	$1.13M	Sell	44,864 -1,464	-3%	-$34K	1%	28
2018 Q4	$966K	Sell	46,328 -3,536	-7%	-$80.1K	0.99%	27
2018 Q3	$1.26M	Sell	49,864 -1,424	-3%	-$34.6K	1.14%	21
2018 Q2	$1.16M	Buy	51,288 +560	+1%	+$12.6K	1.13%	24
2018 Q1	$1.08M	Sell	50,728 -43,120	-46%	-$942K	1.08%	26
2017 Q4	$1.93M	Buy	+93,848	New	+$1.9M	1.83%	9

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aevitas Wealth Management's VGT Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.81% in Q4 2022, buying an estimated $6.2K and bringing the position to 18,840 shares worth $752K. The position accounts for 0.45% of the portfolio, ranked #55.

Aevitas Wealth Management first reported a position in VGT in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.34M in Q4 2021. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Aevitas Wealth Management held 18,840 shares of Vanguard Information Technology ETF worth $752K as of Q4 2022.
Aevitas Wealth Management bought 152 Vanguard Information Technology ETF shares in Q4 2022, an estimated $6.2K.
Vanguard Information Technology ETF made up 0.45% of Aevitas Wealth Management's portfolio in Q4 2022, its #55 holding.
Aevitas Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Vanguard Information Technology ETF position peaked at $2.34M in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.