ARS Investment Partners’s Vanguard Information Technology ETF VGT Stock Holding History

ARS Investment Partners’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	-3,760	Closed	-$227K	–	173
2023 Q4	$227K	Buy	+3,760	New	+$209K	0.03%	142
2023 Q3	–	Sell	-3,712	Closed	-$205K	–	164
2023 Q2	$205K	Buy	+3,712	New	+$186K	0.02%	146
2022 Q2	–	Sell	-3,920	Closed	-$204K	–	174
2022 Q1	$204K	Sell	3,920 -392	-9%	-$20.1K	0.02%	147
2021 Q4	$247K	Hold	4,312	–	–	0.02%	142
2021 Q3	$216K	Hold	4,312	–	–	0.02%	146
2021 Q2	$215K	Buy	+4,312	New	+$203K	0.02%	133

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

ARS Investment Partners's VGT Position: Q1 2024 in Review

ARS Investment Partners sold out of Vanguard Information Technology ETF (VGT) in Q1 2024, closing a stake of 3,760 shares — an estimated $227K sold.

ARS Investment Partners first reported a position in VGT in Q2 2021 and held it in 6 quarters. The position peaked at $247K in Q4 2021. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

ARS Investment Partners reported no remaining Vanguard Information Technology ETF position as of Q1 2024 after selling out during the quarter.
ARS Investment Partners sold 3,760 Vanguard Information Technology ETF shares in Q1 2024, an estimated $227K.
ARS Investment Partners first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 6 quarters.
ARS Investment Partners's Vanguard Information Technology ETF position peaked at $247K in Q4 2021.
1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on ARS Investment Partners's 13F filing for Q1 2024, filed 2 May 2024.