B
VGT icon

Bridgeworth’s Vanguard Information Technology ETF VGT Stock Holding History

Bridgeworth’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
Q3 		– Sell
-7,416
Closed -$410K – 178
2023
Q2 		$410K Buy
+7,416
New +$372K 0.05% 113
2018
Q3 		– Sell
-592
Closed -$13K – 525
2018
Q2 		$13K Buy
+592
New +$13.3K 0.01% 414

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgeworth's VGT Position: Q3 2023 in Review

Bridgeworth sold out of Vanguard Information Technology ETF (VGT) in Q3 2023, closing a stake of 7,416 shares — an estimated $410K sold.

Bridgeworth first reported a position in VGT in Q2 2018 and held it in 2 quarters. The position peaked at $410K in Q2 2023. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

  • Bridgeworth reported no remaining Vanguard Information Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Bridgeworth sold 7,416 Vanguard Information Technology ETF shares in Q3 2023, an estimated $410K.
  • Bridgeworth first reported a position in Vanguard Information Technology ETF in Q2 2018 and held it in 2 quarters.
  • Bridgeworth's Vanguard Information Technology ETF position peaked at $410K in Q2 2023.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Bridgeworth's 13F filing for Q3 2023, filed 24 Oct 2023.