FWM
VGT icon

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

Forza 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
2023
Q4 		– Sell
-19,080
Closed -$990K – 186
2023
Q3 		$990K Hold
19,080
– – 0.51% 64
2023
Q2 		$1.05M Buy
19,080
+400
+2% +$20.1K 0.53% 61
2023
Q1 		$900K Buy
+18,680
New +$826K 0.46% 71

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Forza Wealth Management's VGT Position: Q4 2023 in Review

Forza Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2023, closing a stake of 19,080 shares — an estimated $990K sold.

Forza Wealth Management first reported a position in VGT in Q1 2023 and held it in 3 quarters. The position peaked at $1.05M in Q2 2023. 1,396 funds tracked by Wall St. Rank hold VGT as of Q4 2023.

  • Forza Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 19,080 Vanguard Information Technology ETF shares in Q4 2023, an estimated $990K.
  • Forza Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's Vanguard Information Technology ETF position peaked at $1.05M in Q2 2023.
  • 1,396 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.