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Greystone Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Greystone Financial Group’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
Q4 		– Sell
-14,920
Closed -$573K – 80
2022
Q3 		$573K Sell
14,920
-2,176
-13% -$95.7K 0.19% 62
2022
Q2 		$698K Buy
+17,096
New +$770K 0.22% 64

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Greystone Financial Group's VGT Position: Q4 2022 in Review

Greystone Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 14,920 shares — an estimated $573K sold.

Greystone Financial Group first reported a position in VGT in Q2 2022 and held it in 2 quarters. The position peaked at $698K in Q2 2022. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

  • Greystone Financial Group reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Greystone Financial Group sold 14,920 Vanguard Information Technology ETF shares in Q4 2022, an estimated $573K.
  • Greystone Financial Group first reported a position in Vanguard Information Technology ETF in Q2 2022 and held it in 2 quarters.
  • Greystone Financial Group's Vanguard Information Technology ETF position peaked at $698K in Q2 2022.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Greystone Financial Group's 13F filing for Q4 2022, filed 23 Jan 2023.