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

Edge 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 Q1	–	Sell	-1,080	Closed	-$62K	–	444
2021 Q4	$62K	Hold	1,080	–	–	0.01%	163
2021 Q3	$54K	Hold	1,080	–	–	0.01%	183
2021 Q2	$54K	Hold	1,080	–	–	0.01%	187
2021 Q1	$48K	Hold	1,080	–	–	0.01%	193
2020 Q4	$48K	Hold	1,080	–	–	0.01%	186
2020 Q3	$42K	Hold	1,080	–	–	0.01%	212
2020 Q2	$38K	Hold	1,080	–	–	0.01%	301
2020 Q1	$29K	Hold	1,080	–	–	0.01%	287
2019 Q4	$33K	Buy	+1,080	New	+$30.9K	0.01%	287

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Edge Wealth Management's VGT Position: Q1 2022 in Review

Edge Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 1,080 shares — an estimated $62K sold.

Edge Wealth Management first reported a position in VGT in Q4 2019 and held it in 9 quarters. The position peaked at $62K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Edge Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 1,080 Vanguard Information Technology ETF shares in Q1 2022, an estimated $62K.
Edge Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 9 quarters.
Edge Wealth Management's Vanguard Information Technology ETF position peaked at $62K in Q4 2021.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.