Clearview Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-1,728	Closed	-$95.5K	–	622
2023 Q2	$95.5K	Sell	1,728 -72	-4%	-$3.62K	0.1%	144
2023 Q1	$86.7K	Sell	1,800 -7,152	-80%	-$316K	0.09%	157
2022 Q4	$357K	Buy	8,952 +8,648	+2,845%	+$353K	0.28%	75
2022 Q3	$12K	Hold	304	–	–	0.01%	319
2022 Q2	$12K	Hold	304	–	–	0.01%	342
2022 Q1	$16K	Sell	304 -1,440	-83%	-$73.9K	0.01%	326
2021 Q4	$100K	Hold	1,744	–	–	0.06%	156
2021 Q3	$87K	Sell	1,744 -320	-16%	-$16.6K	0.06%	177
2021 Q2	$103K	Hold	2,064	–	–	0.06%	160
2021 Q1	$92K	Hold	2,064	–	–	0.06%	164
2020 Q4	$91K	Buy	+2,064	New	+$84.9K	0.06%	146

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearview Wealth Advisors's VGT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2023, closing a stake of 1,728 shares — an estimated $95.5K sold.

Clearview Wealth Advisors first reported a position in VGT in Q4 2020 and held it in 11 quarters. The position peaked at $357K in Q4 2022. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,728 Vanguard Information Technology ETF shares in Q3 2023, an estimated $95.5K.
Clearview Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Vanguard Information Technology ETF position peaked at $357K in Q4 2022.
1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.