AWA
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Amplius Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Amplius Wealth 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
2022
Q1 		– Sell
-408
Closed -$23K – 880
2021
Q4 		$23K Buy
+408
New +$22.4K ﹤0.01% 448

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Amplius Wealth Advisors's VGT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 408 shares — an estimated $23K sold.

Amplius Wealth Advisors first reported a position in VGT in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 408 Vanguard Information Technology ETF shares in Q1 2022, an estimated $23K.
  • Amplius Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vanguard Information Technology ETF position peaked at $23K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.