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

Cabot 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 Q2	–	Sell	-4,088	Closed	-$213K	–	167
2022 Q1	$213K	Sell	4,088 -240	-6%	-$12.3K	0.03%	159
2021 Q4	$248K	Buy	4,328 +240	+6%	+$13.2K	0.03%	148
2021 Q3	$205K	Buy	+4,088	New	+$212K	0.03%	161

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cabot Wealth Management's VGT Position: Q2 2022 in Review

Cabot Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 4,088 shares — an estimated $213K sold.

Cabot Wealth Management first reported a position in VGT in Q3 2021 and held it in 3 quarters. The position peaked at $248K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

Cabot Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
Cabot Wealth Management sold 4,088 Vanguard Information Technology ETF shares in Q2 2022, an estimated $213K.
Cabot Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2021 and held it in 3 quarters.
Cabot Wealth Management's Vanguard Information Technology ETF position peaked at $248K in Q4 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Cabot Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.