AWM
VGT icon

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

Avitas 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
2023
Q1 		– Sell
-19,568
Closed -$781K – 210
2022
Q4 		$781K Sell
19,568
-409,400
-95% -$16.7M 0.16% 124
2022
Q3 		$16.5M Buy
+428,968
New +$18.9M 3.78% 3

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avitas Wealth Management's VGT Position: Q1 2023 in Review

Avitas Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 19,568 shares — an estimated $781K sold.

Avitas Wealth Management first reported a position in VGT in Q3 2022 and held it in 2 quarters. The position peaked at $16.5M in Q3 2022. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

  • Avitas Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 19,568 Vanguard Information Technology ETF shares in Q1 2023, an estimated $781K.
  • Avitas Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2022 and held it in 2 quarters.
  • Avitas Wealth Management's Vanguard Information Technology ETF position peaked at $16.5M in Q3 2022.
  • 1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Avitas Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.