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

Brown Miller 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	-6,440	Closed	-$247K	–	124
2022 Q3	$247K	Hold	6,440	–	–	0.18%	103
2022 Q2	$262K	Buy	6,440 +600	+10%	+$27K	0.18%	97
2022 Q1	$304K	Hold	5,840	–	–	0.18%	95
2021 Q4	$334K	Hold	5,840	–	–	0.19%	93
2021 Q3	$292K	Hold	5,840	–	–	0.18%	98
2021 Q2	$291K	Hold	5,840	–	–	0.19%	98
2021 Q1	$262K	Hold	5,840	–	–	0.19%	99
2020 Q4	$258K	Buy	+5,840	New	+$240K	0.19%	97

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

VMPIC

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

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

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

Brown Miller Wealth Management's VGT Position: Q4 2022 in Review

Brown Miller Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 6,440 shares — an estimated $247K sold.

Brown Miller Wealth Management first reported a position in VGT in Q4 2020 and held it in 8 quarters. The position peaked at $334K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Brown Miller Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Brown Miller Wealth Management sold 6,440 Vanguard Information Technology ETF shares in Q4 2022, an estimated $247K.
Brown Miller Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 8 quarters.
Brown Miller Wealth Management's Vanguard Information Technology ETF position peaked at $334K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Brown Miller Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.