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

Altavista 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
2021 Q4	$380K	Hold	6,640	–	–	0.08%	145
2021 Q3	$333K	Hold	6,640	–	–	0.07%	146
2021 Q2	$331K	Hold	6,640	–	–	0.07%	148
2021 Q1	$298K	Hold	6,640	–	–	0.07%	151
2020 Q4	$294K	Hold	6,640	–	–	0.07%	147
2020 Q3	$259K	Hold	6,640	–	–	0.07%	145
2020 Q2	$231K	Buy	+6,640	New	+$207K	0.07%	156
2020 Q1	–	Sell	-6,640	Closed	-$203K	–	169
2019 Q4	$203K	Buy	+6,640	New	+$190K	0.06%	168

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

VMPIC

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

Altavista Wealth Management's VGT Position: Q4 2021 in Review

Altavista Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q4 2021 at 6,640 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #145.

Altavista Wealth Management first reported a position in VGT in Q4 2019 and has held it in 8 quarters since. 1,224 funds tracked by Wall St. Rank hold VGT as of Q4 2021.

Altavista Wealth Management held 6,640 shares of Vanguard Information Technology ETF worth $380K as of Q4 2021.
Altavista Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q4 2021.
Vanguard Information Technology ETF made up 0.08% of Altavista Wealth Management's portfolio in Q4 2021, its #145 holding.
Altavista Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 8 quarters since.
1,224 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.