DI
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Disciplined Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Disciplined Investments’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
-8
Closed -$299 – 1488
2023
Q2 		$299 Hold
8
– – ﹤0.01% 1399
2023
Q1 		$261 Sell
8
-1,256
-99% -$55.5K ﹤0.01% 1439
2022
Q4 		$50.4K Buy
1,264
+8
+0.6% +$326 0.02% 201
2022
Q3 		$48K Sell
1,256
-800
-39% -$35.2K 0.02% 226
2022
Q2 		$84K Sell
2,056
-24
-1% -$1.08K 0.04% 176
2022
Q1 		$109K Buy
2,080
+32
+2% +$1.64K 0.05% 162
2021
Q4 		$117K Buy
2,048
+8
+0.4% +$439 0.05% 143
2021
Q3 		$102K Buy
2,040
+800
+65% +$41.5K 0.05% 150
2021
Q2 		$62K Hold
1,240
– – 0.03% 184
2021
Q1 		$56K Buy
1,240
+8
+0.6% +$360 0.03% 175
2020
Q4 		$55K Hold
1,232
– – 0.04% 146
2020
Q3 		$48K Buy
1,232
+8
+0.7% +$301 0.04% 161
2020
Q2 		$43K Sell
1,224
-8
-0.6% -$250 0.03% 176
2020
Q1 		$33K Buy
1,232
+8
+0.7% +$242 0.03% 186
2019
Q4 		$37K Buy
+1,224
New +$35K 0.03% 185

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

Disciplined Investments's VGT Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Information Technology ETF (VGT) in Q3 2023, closing a stake of 8 shares — an estimated $299 sold.

Disciplined Investments first reported a position in VGT in Q4 2019 and held it in 15 quarters. The position peaked at $117K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

  • Disciplined Investments reported no remaining Vanguard Information Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Vanguard Information Technology ETF shares in Q3 2023, an estimated $299.
  • Disciplined Investments first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Vanguard Information Technology ETF position peaked at $117K in Q4 2021.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.