Engrave Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Engrave Wealth Partners’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 Q2	–	Sell	-147,000	Closed	-$6.59M	–	82
2021 Q1	$6.59M	Buy	147,000 +42,408	+41%	+$1.91M	2.65%	12
2020 Q4	$4.65M	Sell	104,592 -5,952	-5%	-$245K	3.82%	8
2020 Q3	$4.29M	Buy	110,544 +5,536	+5%	+$208K	4.16%	7
2020 Q2	$3.66M	Buy	105,008 +14,024	+15%	+$438K	3.26%	7
2020 Q1	$2.41M	Buy	90,984 +864	+1%	+$26.2K	2.84%	10
2019 Q4	$2.76M	Buy	+90,120	New	+$2.58M	2.65%	10

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

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

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

Engrave Wealth Partners's VGT Position: Q2 2021 in Review

Engrave Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2021, closing a stake of 147,000 shares — an estimated $6.59M sold.

Engrave Wealth Partners first reported a position in VGT in Q4 2019 and held it in 6 quarters. The position peaked at $6.59M in Q1 2021. 1,022 funds tracked by Wall St. Rank hold VGT as of Q2 2021.

Engrave Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2021 after selling out during the quarter.
Engrave Wealth Partners sold 147,000 Vanguard Information Technology ETF shares in Q2 2021, an estimated $6.59M.
Engrave Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 6 quarters.
Engrave Wealth Partners's Vanguard Information Technology ETF position peaked at $6.59M in Q1 2021.
1,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2021.

Based on Engrave Wealth Partners's 13F filing for Q2 2021, filed 15 Jul 2021.