Bradley & Co Private Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bradley & Co Private 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 Q4	–	Sell	-216	Closed	-$8K	–	186
2022 Q3	$8K	Hold	216	–	–	0.01%	133
2022 Q2	$9K	Hold	216	–	–	0.01%	137
2022 Q1	$11K	Hold	216	–	–	0.01%	127
2021 Q4	$12K	Hold	216	–	–	0.01%	129
2021 Q3	$11K	Hold	216	–	–	0.01%	136
2021 Q2	$11K	Hold	216	–	–	0.01%	141
2021 Q1	$10K	Buy	+216	New	+$9.71K	0.01%	142

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bradley & Co Private Wealth Management's VGT Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 216 shares — an estimated $8K sold.

Bradley & Co Private Wealth Management first reported a position in VGT in Q1 2021 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 1,146 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 216 Vanguard Information Technology ETF shares in Q4 2022, an estimated $8K.
Bradley & Co Private Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2021 and held it in 7 quarters.
Bradley & Co Private Wealth Management's Vanguard Information Technology ETF position peaked at $12K in Q4 2021.
1,146 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.