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

Baystate 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 Q4	$34K	Hold	560	–	–	﹤0.01%	447
2023 Q3	$29.1K	Hold	560	–	–	﹤0.01%	419
2023 Q2	$31K	Buy	560 +272	+94%	+$13.7K	﹤0.01%	399
2023 Q1	$13.9K	Hold	288	–	–	﹤0.01%	508
2022 Q4	$11K	Hold	288	–	–	﹤0.01%	564
2022 Q3	$11K	Sell	288 -368	-56%	-$16.2K	﹤0.01%	532
2022 Q2	$27K	Hold	656	–	–	﹤0.01%	410
2022 Q1	$34K	Buy	656 +368	+128%	+$18.9K	﹤0.01%	379
2021 Q4	$16K	Buy	+288	New	+$15.8K	﹤0.01%	503
2021 Q1	–	Sell	-136	Closed	-$6K	–	836
2020 Q4	$6K	Sell	136 -656	-83%	-$27K	﹤0.01%	486
2020 Q3	$31K	Buy	792 +8	+1%	+$301	﹤0.01%	270
2020 Q2	$27K	Buy	784 +136	+21%	+$4.24K	﹤0.01%	275
2020 Q1	$17K	Buy	+648	New	+$19.6K	﹤0.01%	313

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VMPIC

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

Baystate Wealth Management's VGT Position: Q4 2023 in Review

Baystate Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q4 2023 at 560 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Baystate Wealth Management first reported a position in VGT in Q1 2020 and has held it in 13 quarters since. The position peaked at $34K in Q1 2022. 1,393 funds tracked by Wall St. Rank hold VGT as of Q4 2023.

Baystate Wealth Management held 560 shares of Vanguard Information Technology ETF worth $34K as of Q4 2023.
Baystate Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q4 2023.
Vanguard Information Technology ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #447 holding.
Baystate Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 13 quarters since.
Baystate Wealth Management's Vanguard Information Technology ETF position peaked at $34K in Q1 2022.
1,393 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.