Goodwin Investment Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-696	Closed	-$27.8K	–	208
2022 Q4	$27.8K	Hold	696	–	–	0.02%	110
2022 Q3	$27K	Sell	696 -56	-7%	-$2.46K	0.02%	114
2022 Q2	$30.7K	Sell	752 -584	-44%	-$26.3K	0.02%	85
2022 Q1	$70K	Sell	1,336 -3,688	-73%	-$189K	0.05%	67
2021 Q4	$287K	Sell	5,024 -4,752	-49%	-$261K	0.21%	37
2021 Q3	$480K	Buy	9,776 +2,152	+28%	+$112K	0.47%	21
2021 Q2	$372K	Sell	7,624 -7,368	-49%	-$348K	0.4%	18
2021 Q1	$670K	Sell	14,992 -1,832	-11%	-$82.4K	0.79%	14
2020 Q4	$738K	Buy	+16,824	New	+$692K	0.9%	12

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

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

VMPIC

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Goodwin Investment Advisory's VGT Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 696 shares — an estimated $27.8K sold.

Goodwin Investment Advisory first reported a position in VGT in Q4 2020 and held it in 9 quarters. The position peaked at $738K in Q4 2020. 1,196 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Goodwin Investment Advisory reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 696 Vanguard Information Technology ETF shares in Q1 2023, an estimated $27.8K.
Goodwin Investment Advisory first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's Vanguard Information Technology ETF position peaked at $738K in Q4 2020.
1,196 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.