BC
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Burleson & Co’s Vanguard Information Technology ETF VGT Stock Holding History

Burleson & Co’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 		$3.2K Hold
80
– – ﹤0.01% 321
2022
Q3 		$3K Hold
80
– – ﹤0.01% 337
2022
Q2 		$3K Hold
80
– – ﹤0.01% 326
2022
Q1 		$4K Buy
80
+8
+11% +$411 ﹤0.01% 312
2021
Q4 		$4K Buy
+72
New +$3.95K ﹤0.01% 302

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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burleson & Co's VGT Position: Q4 2022 in Review

Burleson & Co held its Vanguard Information Technology ETF (VGT) position steady in Q4 2022 at 80 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Burleson & Co first reported a position in VGT in Q4 2021 and has held it in 5 quarters since. The position peaked at $4K in Q1 2022. 1,144 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

  • Burleson & Co held 80 shares of Vanguard Information Technology ETF worth $3.2K as of Q4 2022.
  • Burleson & Co left its Vanguard Information Technology ETF share count unchanged in Q4 2022.
  • Vanguard Information Technology ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #321 holding.
  • Burleson & Co first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 5 quarters since.
  • Burleson & Co's Vanguard Information Technology ETF position peaked at $4K in Q1 2022.
  • 1,144 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.