HCWM
VGT icon

Harrison & Co Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Harrison & Co 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
2022
Q4 		$1.95M Buy
48,920
+6,576
+16% +$268K 1.89% 15
2022
Q3 		$1.63M Sell
42,344
-6,656
-14% -$293K 1.73% 15
2022
Q2 		$2M Buy
49,000
+1,432
+3% +$64.5K 1.9% 15
2022
Q1 		$2.48M Buy
47,568
+328
+0.7% +$16.8K 2.17% 13
2021
Q4 		$2.71M Buy
+47,240
New +$2.59M 2.28% 10

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 $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return