CCP
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Carmel Capital Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Carmel Capital Partners’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
-7,096
Closed -$368K – 675
2023
Q3 		$368K Buy
7,096
+7,016
+8,770% +$381K 0.17% 95
2023
Q2 		$4.42K Hold
80
– – ﹤0.01% 328
2023
Q1 		$3.85K Buy
+80
New +$3.54K ﹤0.01% 377

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
VMPIC
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Carmel Capital Partners's VGT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2023, closing a stake of 7,096 shares — an estimated $368K sold.

Carmel Capital Partners first reported a position in VGT in Q1 2023 and held it in 3 quarters. The position peaked at $368K in Q3 2023. 1,393 funds tracked by Wall St. Rank hold VGT as of Q4 2023.

  • Carmel Capital Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 7,096 Vanguard Information Technology ETF shares in Q4 2023, an estimated $368K.
  • Carmel Capital Partners first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Vanguard Information Technology ETF position peaked at $368K in Q3 2023.
  • 1,393 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.