First National Bank of South Miami’s Vanguard Information Technology ETF VGT Stock Holding History

First National Bank of South Miami’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	$220K	Hold	3,984	–	–	0.18%	105
2023 Q1	$192K	Hold	3,984	–	–	0.15%	127
2022 Q4	$159K	Sell	3,984 -376	-9%	-$15.3K	0.12%	140
2022 Q3	$168K	Hold	4,360	–	–	0.13%	134
2022 Q2	$178K	Sell	4,360 -128	-3%	-$5.77K	0.12%	134
2022 Q1	$234K	Sell	4,488 -408	-8%	-$20.9K	0.14%	120
2021 Q4	$280K	Hold	4,896	–	–	0.17%	107
2021 Q3	$246K	Hold	4,896	–	–	0.17%	110
2021 Q2	$244K	Sell	4,896 -80	-2%	-$3.77K	0.17%	113
2021 Q1	$223K	Hold	4,976	–	–	0.17%	109
2020 Q4	$220K	Sell	4,976 -264	-5%	-$10.9K	0.19%	102
2020 Q3	$204K	Sell	5,240 -56	-1%	-$2.11K	0.19%	101
2020 Q2	$185K	Hold	5,296	–	–	0.2%	99
2020 Q1	$140K	Sell	5,296 -384	-7%	-$11.6K	0.18%	112
2019 Q4	$174K	Sell	5,680 -5,600	-50%	-$160K	0.17%	112
2019 Q3	$301K	Hold	11,280	–	–	0.29%	82
2019 Q2	$308K	Sell	11,280 -2,000	-15%	-$51.6K	0.29%	83
2019 Q1	$333K	Hold	13,280	–	–	0.32%	80
2018 Q4	$299K	Buy	+13,280	New	+$301K	0.29%	84

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $17B AUM 24.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First National Bank of South Miami's VGT Position: Q2 2023 in Review

First National Bank of South Miami held its Vanguard Information Technology ETF (VGT) position steady in Q2 2023 at 3,984 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #105.

First National Bank of South Miami first reported a position in VGT in Q4 2018 and has held it in 19 quarters since. The position peaked at $333K in Q1 2019. 1,269 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

First National Bank of South Miami held 3,984 shares of Vanguard Information Technology ETF worth $220K as of Q2 2023.
First National Bank of South Miami left its Vanguard Information Technology ETF share count unchanged in Q2 2023.
Vanguard Information Technology ETF made up 0.18% of First National Bank of South Miami's portfolio in Q2 2023, its #105 holding.
First National Bank of South Miami first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Vanguard Information Technology ETF position peaked at $333K in Q1 2019.
1,269 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.