Crescent Capital Consulting’s Vanguard Information Technology ETF VGT Stock Holding History

Crescent Capital Consulting’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
2021 Q4	$320K	Buy	5,576 +8	+0.1%	+$439	0.05%	142
2021 Q3	$279K	Hold	5,568	–	–	0.05%	153
2021 Q2	$278K	Buy	5,568 +8	+0.1%	+$377	0.05%	149
2021 Q1	$249K	Buy	5,560 +640	+13%	+$28.8K	0.05%	157
2020 Q4	$218K	Buy	+4,920	New	+$202K	0.06%	148

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Crescent Capital Consulting's VGT Position: Q4 2021 in Review

Crescent Capital Consulting increased its Vanguard Information Technology ETF (VGT) stake by 0.14% in Q4 2021, buying an estimated $439 and bringing the position to 5,576 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #142.

Crescent Capital Consulting first reported a position in VGT in Q4 2020 and has held it in 5 quarters since. 1,223 funds tracked by Wall St. Rank hold VGT as of Q4 2021.

Crescent Capital Consulting held 5,576 shares of Vanguard Information Technology ETF worth $320K as of Q4 2021.
Crescent Capital Consulting bought 8 Vanguard Information Technology ETF shares in Q4 2021, an estimated $439.
Vanguard Information Technology ETF made up 0.05% of Crescent Capital Consulting's portfolio in Q4 2021, its #142 holding.
Crescent Capital Consulting first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 5 quarters since.
1,223 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.