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Caliber Wealth Management (Utah)’s Vanguard Information Technology ETF VGT Stock Holding History

Caliber Wealth Management (Utah)’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
2024
Q1 		$6.41M Sell
97,816
-4,528
-4% -$287K 3.41% 5
2023
Q4 		$6.19M Sell
102,344
-1,168
-1% -$65.1K 3.64% 3
2023
Q3 		$5.37M Buy
103,512
+3,616
+4% +$197K 3.61% 3
2023
Q2 		$5.52M Buy
99,896
+4,528
+5% +$227K 3.7% 5
2023
Q1 		$4.6M Buy
95,368
+58,864
+161% +$2.6M 3.44% 6
2022
Q4 		$1.46M Sell
36,504
-3,832
-10% -$156K 1.11% 40
2022
Q3 		$1.55M Sell
40,336
-1,352
-3% -$59.5K 1.22% 37
2022
Q2 		$1.7M Buy
41,688
+4,104
+11% +$185K 1.32% 34
2022
Q1 		$1.96M Buy
37,584
+12,680
+51% +$651K 1.25% 38
2021
Q4 		$1.35M Sell
24,904
-696
-3% -$38.2K 0.93% 48
2021
Q3 		$1.36M Buy
25,600
+2,208
+9% +$114K 0.96% 48
2021
Q2 		$1.17M Sell
23,392
-28,760
-55% -$1.36M 0.83% 50
2021
Q1 		$2.34M Sell
52,152
-1,048
-2% -$47.1K 1.7% 11
2020
Q4 		$2.35M Buy
+53,200
New +$2.19M 2.31% 11

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Caliber Wealth Management (Utah)'s VGT Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its Vanguard Information Technology ETF (VGT) stake by 4.4% in Q1 2024, selling an estimated $287K and leaving 97,816 shares worth $6.41M. The position accounts for 3.41% of the portfolio, ranked #5.

Caliber Wealth Management (Utah) first reported a position in VGT in Q4 2020 and has held it in 14 quarters since. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

  • Caliber Wealth Management (Utah) held 97,816 shares of Vanguard Information Technology ETF worth $6.41M as of Q1 2024.
  • Caliber Wealth Management (Utah) sold 4,528 Vanguard Information Technology ETF shares in Q1 2024, an estimated $287K.
  • Vanguard Information Technology ETF made up 3.41% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #5 holding.
  • Caliber Wealth Management (Utah) first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 14 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.