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Dougherty Wealth Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Dougherty Wealth Advisers’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 		– Sell
-296
Closed -$15K – 144
2021
Q3 		$15K Buy
+296
New +$15.3K 0.02% 127

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
LPL Financial
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
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
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

Dougherty Wealth Advisers's VGT Position: Q4 2021 in Review

Dougherty Wealth Advisers sold out of Vanguard Information Technology ETF (VGT) in Q4 2021, closing a stake of 296 shares — an estimated $15K sold.

Dougherty Wealth Advisers first reported a position in VGT in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 1,223 funds tracked by Wall St. Rank hold VGT as of Q4 2021.

  • Dougherty Wealth Advisers reported no remaining Vanguard Information Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 296 Vanguard Information Technology ETF shares in Q4 2021, an estimated $15K.
  • Dougherty Wealth Advisers first reported a position in Vanguard Information Technology ETF in Q3 2021 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Vanguard Information Technology ETF position peaked at $15K in Q3 2021.
  • 1,223 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2021, filed 27 Jan 2022.