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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harrison & Co Wealth Management's VGT Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 16% in Q4 2022, buying an estimated $268K and bringing the position to 48,920 shares worth $1.95M. The position accounts for 1.89% of the portfolio, ranked #15.

Harrison & Co Wealth Management first reported a position in VGT in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.71M in Q4 2021. 1,146 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Harrison & Co Wealth Management held 48,920 shares of Vanguard Information Technology ETF worth $1.95M as of Q4 2022.
Harrison & Co Wealth Management bought 6,576 Vanguard Information Technology ETF shares in Q4 2022, an estimated $268K.
Vanguard Information Technology ETF made up 1.89% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #15 holding.
Harrison & Co Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's Vanguard Information Technology ETF position peaked at $2.71M in Q4 2021.
1,146 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.