EPIQ Capital Group’s Vanguard Information Technology ETF VGT Stock Holding History

EPIQ Capital Group’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
2024 Q1	–	Sell	-11,808	Closed	-$714K	–	70
2023 Q4	$714K	Buy	11,808 +40	+0.3%	+$2.23K	0.32%	24
2023 Q3	$611K	Buy	11,768 +24	+0.2%	+$1.3K	0.32%	25
2023 Q2	$650K	Hold	11,744	–	–	0.33%	24
2023 Q1	$566K	Buy	11,744 +24	+0.2%	+$1.06K	0.28%	25
2022 Q4	$468K	Buy	11,720 +56	+0.5%	+$2.29K	0.26%	28
2022 Q3	$449K	Hold	11,664	–	–	0.22%	30
2022 Q2	$476K	Buy	11,664 +24	+0.2%	+$1.08K	0.19%	32
2022 Q1	$606K	Buy	11,640 +16	+0.1%	+$821	0.17%	32
2021 Q4	$666K	Buy	11,624 +48	+0.4%	+$2.63K	0.12%	32
2021 Q3	$582K	Hold	11,576	–	–	0.06%	37
2021 Q2	$577K	Buy	11,576 +16	+0.1%	+$755	0.06%	33
2021 Q1	$518K	Buy	11,560 +24	+0.2%	+$1.08K	0.06%	34
2020 Q4	$510K	Buy	11,536 +2,896	+34%	+$119K	0.08%	32
2020 Q3	$336K	Buy	8,640 +24	+0.3%	+$903	0.05%	33
2020 Q2	$300K	Buy	8,616 +24	+0.3%	+$749	0.05%	34
2020 Q1	$228K	Buy	+8,592	New	+$260K	0.07%	35

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.96% 1-Year Est. Return

EPIQ Capital Group's VGT Position: Q1 2024 in Review

EPIQ Capital Group sold out of Vanguard Information Technology ETF (VGT) in Q1 2024, closing a stake of 11,808 shares — an estimated $714K sold.

EPIQ Capital Group first reported a position in VGT in Q1 2020 and held it in 16 quarters. The position peaked at $714K in Q4 2023. 1,460 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

EPIQ Capital Group reported no remaining Vanguard Information Technology ETF position as of Q1 2024 after selling out during the quarter.
EPIQ Capital Group sold 11,808 Vanguard Information Technology ETF shares in Q1 2024, an estimated $714K.
EPIQ Capital Group first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 16 quarters.
EPIQ Capital Group's Vanguard Information Technology ETF position peaked at $714K in Q4 2023.
1,460 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on EPIQ Capital Group's 13F filing for Q1 2024, filed 15 May 2024.