Icon Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Icon Wealth Partners’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
2021 Q4	–	Sell	-6,448	Closed	-$323K	–	346
2021 Q3	$323K	Hold	6,448	–	–	0.03%	273
2021 Q2	$321K	Buy	6,448 +8	+0.1%	+$377	0.03%	288
2021 Q1	$289K	Buy	+6,440	New	+$290K	0.04%	271
2019 Q2	–	Sell	-1,336	Closed	-$34K	–	745
2019 Q1	$34K	Buy	+1,336	New	+$31K	0.01%	441
2018 Q3	–	Sell	-1,336	Closed	-$30K	–	708
2018 Q2	$30K	Buy	+1,336	New	+$30K	0.01%	498
2018 Q1	–	Sell	-1,336	Closed	-$28K	–	709
2017 Q4	$28K	Buy	+1,336	New	+$27.1K	0.01%	543

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Icon Wealth Partners's VGT Position: Q4 2021 in Review

Icon Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2021, closing a stake of 6,448 shares — an estimated $323K sold.

Icon Wealth Partners first reported a position in VGT in Q4 2017 and held it in 6 quarters. The position peaked at $323K in Q3 2021. 1,223 funds tracked by Wall St. Rank hold VGT as of Q4 2021.

Icon Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2021 after selling out during the quarter.
Icon Wealth Partners sold 6,448 Vanguard Information Technology ETF shares in Q4 2021, an estimated $323K.
Icon Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 6 quarters.
Icon Wealth Partners's Vanguard Information Technology ETF position peaked at $323K in Q3 2021.
1,223 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2021.

Based on Icon Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.