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

BigSur 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
2022
Q3 		– Sell
-1,368
Closed -$56K – 136
2022
Q2 		$56K Hold
1,368
– – 0.03% 132
2022
Q1 		$71K Buy
+1,368
New +$70.2K 0.03% 133

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BigSur Wealth Management's VGT Position: Q3 2022 in Review

BigSur Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2022, closing a stake of 1,368 shares — an estimated $56K sold.

BigSur Wealth Management first reported a position in VGT in Q1 2022 and held it in 2 quarters. The position peaked at $71K in Q1 2022. 1,068 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

  • BigSur Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q3 2022 after selling out during the quarter.
  • BigSur Wealth Management sold 1,368 Vanguard Information Technology ETF shares in Q3 2022, an estimated $56K.
  • BigSur Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2022 and held it in 2 quarters.
  • BigSur Wealth Management's Vanguard Information Technology ETF position peaked at $71K in Q1 2022.
  • 1,068 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on BigSur Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.