Heritage Wealth Management (Arizona)’s Vanguard Information Technology ETF VGT Stock Holding History

Heritage Wealth Management (Arizona)’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	$549K	Buy	13,760 +5,424	+65%	+$221K	0.08%	194
2022 Q3	$320K	Sell	8,336 -1,704	-17%	-$74.9K	0.1%	141
2022 Q2	$410K	Sell	10,040 -7,504	-43%	-$338K	0.14%	112
2022 Q1	$913K	Buy	+17,544	New	+$900K	0.25%	73
2021 Q3	$142K	Buy	2,840 +120	+4%	+$6.22K	0.05%	274
2021 Q2	$136K	Hold	2,720	–	–	0.05%	283
2021 Q1	$122K	Buy	+2,720	New	+$122K	0.07%	223

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

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

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 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

Heritage Wealth Management (Arizona)'s VGT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Information Technology ETF (VGT) stake by 65% in Q4 2022, buying an estimated $221K and bringing the position to 13,760 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #194.

Heritage Wealth Management (Arizona) first reported a position in VGT in Q1 2021 and has held it in 7 quarters since. The position peaked at $913K in Q1 2022. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Heritage Wealth Management (Arizona) held 13,760 shares of Vanguard Information Technology ETF worth $549K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5,424 Vanguard Information Technology ETF shares in Q4 2022, an estimated $221K.
Vanguard Information Technology ETF made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #194 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard Information Technology ETF position peaked at $913K in Q1 2022.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.