C2C Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

C2C 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
2023 Q4	–	Sell	-20,752	Closed	-$1.08M	–	224
2023 Q3	$1.08M	Hold	20,752	–	–	0.15%	72
2023 Q2	$1.18M	Sell	20,752 -800	-4%	-$40.2K	0.16%	71
2023 Q1	$1.01M	Sell	21,552 -800	-4%	-$35.4K	0.16%	79
2022 Q4	$924K	Hold	22,352	–	–	0.16%	64
2022 Q3	$916K	Hold	22,352	–	–	0.18%	65
2022 Q2	$970K	Hold	22,352	–	–	0.18%	66
2022 Q1	$1.1M	Buy	22,352 +704	+3%	+$36.1K	0.19%	67
2021 Q4	$1.24M	Buy	+21,648	New	+$1.19M	0.18%	75

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

C2C Wealth Management's VGT Position: Q4 2023 in Review

C2C Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2023, closing a stake of 20,752 shares — an estimated $1.08M sold.

C2C Wealth Management first reported a position in VGT in Q4 2021 and held it in 8 quarters. The position peaked at $1.24M in Q4 2021. 1,393 funds tracked by Wall St. Rank hold VGT as of Q4 2023.

C2C Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 20,752 Vanguard Information Technology ETF shares in Q4 2023, an estimated $1.08M.
C2C Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Vanguard Information Technology ETF position peaked at $1.24M in Q4 2021.
1,393 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.