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

Alera 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 Q1	–	Sell	-13,032	Closed	-$789K	–	181
2023 Q4	$789K	Sell	13,032 -8	-0.1%	-$446	0.1%	82
2023 Q3	$676K	Hold	13,040	–	–	0.11%	89
2023 Q2	$721K	Sell	13,040 -856	-6%	-$43K	0.16%	85
2023 Q1	$669K	Hold	13,896	–	–	0.15%	83
2022 Q4	$555K	Buy	13,896 +8	+0.1%	+$326	0.13%	96
2022 Q3	$534K	Hold	13,888	–	–	0.15%	92
2022 Q2	$567K	Buy	+13,888	New	+$626K	0.16%	96
2019 Q2	–	Sell	-320	Closed	-$8K	–	974
2019 Q1	$8K	Buy	+320	New	+$7.43K	﹤0.01%	535

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Alera Investment Advisors's VGT Position: Q1 2024 in Review

Alera Investment Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2024, closing a stake of 13,032 shares — an estimated $789K sold.

Alera Investment Advisors first reported a position in VGT in Q1 2019 and held it in 8 quarters. The position peaked at $789K in Q4 2023. 1,461 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Alera Investment Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2024 after selling out during the quarter.
Alera Investment Advisors sold 13,032 Vanguard Information Technology ETF shares in Q1 2024, an estimated $789K.
Alera Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2019 and held it in 8 quarters.
Alera Investment Advisors's Vanguard Information Technology ETF position peaked at $789K in Q4 2023.
1,461 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Alera Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.