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Doyle Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Doyle Wealth Management’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
2022
Q3 		$864K Sell
22,488
-6,176
-22% -$272K 0.07% 103
2022
Q2 		$1.17M Buy
28,664
+8
+0% +$360 0.09% 99
2022
Q1 		$1.49M Sell
28,656
-248
-0.9% -$12.7K 0.11% 97
2021
Q4 		$1.66M Sell
28,904
-464
-2% -$25.5K 0.12% 92
2021
Q3 		$1.47M Buy
29,368
+56
+0.2% +$2.9K 0.12% 91
2021
Q2 		$1.46M Sell
29,312
-296
-1% -$14K 0.12% 91
2021
Q1 		$1.33M Sell
29,608
-896
-3% -$40.3K 0.13% 90
2020
Q4 		$1.35M Buy
30,504
+304
+1% +$12.5K 0.14% 85
2020
Q3 		$1.18M Buy
30,200
+16
+0.1% +$602 0.14% 84
2020
Q2 		$1.05M Buy
30,184
+544
+2% +$17K 0.14% 77
2020
Q1 		$785K Buy
29,640
+72
+0.2% +$2.18K 0.12% 82
2019
Q4 		$905K Sell
29,568
-1,944
-6% -$55.6K 0.11% 87
2019
Q3 		$849K Sell
31,512
-200
-0.6% -$5.38K 0.12% 88
2019
Q2 		$836K Buy
31,712
+32
+0.1% +$825 0.12% 82
2019
Q1 		$818K Buy
31,680
+4,032
+15% +$93.7K 0.12% 83
2018
Q4 		$577K Sell
27,648
-3,408
-11% -$77.2K 0.1% 91
2018
Q3 		$786K Buy
31,056
+1,112
+4% +$27K 0.12% 80
2018
Q2 		$679K Sell
29,944
-200
-0.7% -$4.49K 0.11% 90
2018
Q1 		$644K Buy
30,144
+144
+0.5% +$3.14K 0.11% 87
2017
Q4 		$618K Buy
30,000
+40
+0.1% +$811 0.1% 88
2017
Q3 		$569K Buy
29,960
+1,616
+6% +$29.9K 0.1% 86
2017
Q2 		$499K Buy
28,344
+488
+2% +$8.6K 0.09% 89
2017
Q1 		$472K Buy
+27,856
New +$455K 0.1% 85

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Doyle Wealth Management's VGT Position: Q3 2022 in Review

Doyle Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 22% in Q3 2022, selling an estimated $272K and leaving 22,488 shares worth $864K. The position accounts for 0.07% of the portfolio, ranked #103.

Doyle Wealth Management first reported a position in VGT in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.66M in Q4 2021. 1,068 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

  • Doyle Wealth Management held 22,488 shares of Vanguard Information Technology ETF worth $864K as of Q3 2022.
  • Doyle Wealth Management sold 6,176 Vanguard Information Technology ETF shares in Q3 2022, an estimated $272K.
  • Vanguard Information Technology ETF made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #103 holding.
  • Doyle Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Vanguard Information Technology ETF position peaked at $1.66M in Q4 2021.
  • 1,068 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.