Harvest Group Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Harvest Group 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
2023 Q1	$399K	Sell	8,288 -1,080	-12%	-$47.7K	0.25%	40
2022 Q4	$374K	Sell	9,368 -4,344	-32%	-$177K	0.25%	45
2022 Q3	$549K	Sell	13,712 -472	-3%	-$20.8K	0.37%	41
2022 Q2	$646K	Sell	14,184 -88	-0.6%	-$3.96K	0.4%	39
2022 Q1	$743K	Sell	14,272 -6,416	-31%	-$329K	0.42%	33
2021 Q4	$1.19M	Sell	20,688 -376	-2%	-$20.6K	0.67%	29
2021 Q3	$1.06M	Sell	21,064 -1,392	-6%	-$72.2K	0.62%	23
2021 Q2	$1.12M	Sell	22,456 -12,800	-36%	-$604K	0.67%	20
2021 Q1	$1.71M	Sell	35,256 -111,720	-76%	-$5.02M	1.07%	19
2020 Q4	$6.5M	Sell	146,976 -12,992	-8%	-$534K	3.88%	13
2020 Q3	$6.23M	Sell	159,968 -27,384	-15%	-$1.03M	4.32%	11
2020 Q2	$6.53M	Sell	187,352 -75,208	-29%	-$2.35M	5.46%	8
2020 Q1	$6.95M	Buy	+262,560	New	+$7.96M	7.01%	4

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Harvest Group Wealth Management's VGT Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 12% in Q1 2023, selling an estimated $47.7K and leaving 8,288 shares worth $399K. The position accounts for 0.25% of the portfolio, ranked #40.

Harvest Group Wealth Management first reported a position in VGT in Q1 2020 and has held it in 13 quarters since. The position peaked at $6.95M in Q1 2020. 1,196 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Harvest Group Wealth Management held 8,288 shares of Vanguard Information Technology ETF worth $399K as of Q1 2023.
Harvest Group Wealth Management sold 1,080 Vanguard Information Technology ETF shares in Q1 2023, an estimated $47.7K.
Vanguard Information Technology ETF made up 0.25% of Harvest Group Wealth Management's portfolio in Q1 2023, its #40 holding.
Harvest Group Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 13 quarters since.
Harvest Group Wealth Management's Vanguard Information Technology ETF position peaked at $6.95M in Q1 2020.
1,196 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.