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Carl Stuart Investment Advisor’s Vanguard Information Technology ETF VGT Stock Holding History

Carl Stuart Investment Advisor’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
-1,200
Closed -$625K – 94
2022
Q1 		$625K Sell
1,200
-5,360
-82% -$275K 0.05% 61
2021
Q4 		$376K Buy
+6,560
New +$360K 0.27% 14

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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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

Carl Stuart Investment Advisor's VGT Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 1,200 shares — an estimated $625K sold.

Carl Stuart Investment Advisor first reported a position in VGT in Q4 2021 and held it in 2 quarters. The position peaked at $625K in Q1 2022. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,200 Vanguard Information Technology ETF shares in Q2 2022, an estimated $625K.
  • Carl Stuart Investment Advisor first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's Vanguard Information Technology ETF position peaked at $625K in Q1 2022.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.