FourThought Financial’s Vanguard Information Technology ETF VGT Stock Holding History

FourThought Financial’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
2022 Q3	$1.36M	Sell	35,320 -16,424	-32%	-$722K	0.2%	94
2022 Q2	$2.11M	Buy	51,744 +17,928	+53%	+$808K	0.31%	78
2022 Q1	$1.76M	Buy	33,816 +4,360	+15%	+$224K	0.22%	92
2021 Q4	$1.69M	Sell	29,456 -1,056	-3%	-$58K	0.21%	90
2021 Q3	$1.53M	Hold	30,512	–	–	0.2%	94
2021 Q2	$1.52M	Hold	30,512	–	–	0.2%	95
2021 Q1	$1.37M	Hold	30,512	–	–	0.2%	98
2020 Q4	$1.35M	Buy	+30,512	New	+$1.26M	0.22%	89

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

FourThought Financial's VGT Position: Q3 2022 in Review

FourThought Financial reduced its Vanguard Information Technology ETF (VGT) stake by 32% in Q3 2022, selling an estimated $722K and leaving 35,320 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #94.

FourThought Financial first reported a position in VGT in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.11M in Q2 2022. 1,069 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

FourThought Financial held 35,320 shares of Vanguard Information Technology ETF worth $1.36M as of Q3 2022.
FourThought Financial sold 16,424 Vanguard Information Technology ETF shares in Q3 2022, an estimated $722K.
Vanguard Information Technology ETF made up 0.2% of FourThought Financial's portfolio in Q3 2022, its #94 holding.
FourThought Financial first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Information Technology ETF position peaked at $2.11M in Q2 2022.
1,069 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.