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

Align 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	$9.53K	Buy	+248	New	+$10.1K	0.01%	139

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Align Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q4 2022: 248 shares worth $9.53K. The stake represents 0.01% of the portfolio and ranks #139 among its holdings.

1,146 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Align Wealth Management held 248 shares of Vanguard Information Technology ETF worth $9.53K as of Q4 2022.
Vanguard Information Technology ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Information Technology ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #139 holding.
1,146 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.