Annapolis Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Annapolis Financial Services’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	-112	Closed	-$6.78K	–	466
2023 Q4	$6.78K	Hold	112	–	–	﹤0.01%	377
2023 Q3	$5.81K	Hold	112	–	–	﹤0.01%	384
2023 Q2	$6.19K	Hold	112	–	–	﹤0.01%	380
2023 Q1	$5.4K	Hold	112	–	–	﹤0.01%	360
2022 Q4	$4.47K	Hold	112	–	–	﹤0.01%	359
2022 Q3	$4K	Hold	112	–	–	﹤0.01%	423
2022 Q2	$5K	Hold	112	–	–	﹤0.01%	339
2022 Q1	$6K	Sell	112 -248	-69%	-$12.7K	﹤0.01%	334
2021 Q4	$21K	Buy	+360	New	+$19.8K	0.01%	259

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Annapolis Financial Services's VGT Position: Q1 2024 in Review

Annapolis Financial Services sold out of Vanguard Information Technology ETF (VGT) in Q1 2024, closing a stake of 112 shares — an estimated $6.78K sold.

Annapolis Financial Services first reported a position in VGT in Q4 2021 and held it in 9 quarters. The position peaked at $21K in Q4 2021. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Annapolis Financial Services reported no remaining Vanguard Information Technology ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 112 Vanguard Information Technology ETF shares in Q1 2024, an estimated $6.78K.
Annapolis Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 9 quarters.
Annapolis Financial Services's Vanguard Information Technology ETF position peaked at $21K in Q4 2021.
1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.