Financial Management Professionals’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Management Professionals’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
2023 Q2	–	Sell	-48	Closed	-$2K	–	1125
2023 Q1	$2K	Hold	48	–	–	﹤0.01%	830
2022 Q4	$2K	Hold	48	–	–	﹤0.01%	777
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	781
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	788
2022 Q1	$2K	Hold	48	–	–	﹤0.01%	821
2021 Q4	$3K	Buy	+48	New	+$2.63K	﹤0.01%	696
2016 Q3	–	Sell	-178,632	Closed	-$2.39M	–	422
2016 Q2	$2.39M	Buy	+178,632	New	+$2.4M	1.26%	18

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

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

Financial Management Professionals's VGT Position: Q2 2023 in Review

Financial Management Professionals sold out of Vanguard Information Technology ETF (VGT) in Q2 2023, closing a stake of 48 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in VGT in Q2 2016 and held it in 7 quarters. The position peaked at $2.39M in Q2 2016. 1,269 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

Financial Management Professionals reported no remaining Vanguard Information Technology ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 48 Vanguard Information Technology ETF shares in Q2 2023, an estimated $2K.
Financial Management Professionals first reported a position in Vanguard Information Technology ETF in Q2 2016 and held it in 7 quarters.
Financial Management Professionals's Vanguard Information Technology ETF position peaked at $2.39M in Q2 2016.
1,269 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.