IMA Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

IMA Advisory Services’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 Q2	–	Sell	-64	Closed	-$3K	–	336
2022 Q1	$3K	Sell	64 -288	-82%	-$14.8K	﹤0.01%	282
2021 Q4	$20K	Hold	352	–	–	﹤0.01%	220
2021 Q3	$18K	Hold	352	–	–	﹤0.01%	212
2021 Q2	$18K	Sell	352 -200	-36%	-$9.43K	﹤0.01%	209
2021 Q1	$25K	Buy	+552	New	+$24.8K	0.01%	184
2018 Q3	–	Sell	-456	Closed	-$10K	–	460
2018 Q2	$10K	Buy	+456	New	+$10.2K	﹤0.01%	265

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IMA Advisory Services's VGT Position: Q2 2022 in Review

IMA Advisory Services sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 64 shares — an estimated $3K sold.

IMA Advisory Services first reported a position in VGT in Q2 2018 and held it in 6 quarters. The position peaked at $25K in Q1 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

IMA Advisory Services reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
IMA Advisory Services sold 64 Vanguard Information Technology ETF shares in Q2 2022, an estimated $3K.
IMA Advisory Services first reported a position in Vanguard Information Technology ETF in Q2 2018 and held it in 6 quarters.
IMA Advisory Services's Vanguard Information Technology ETF position peaked at $25K in Q1 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on IMA Advisory Services's 13F filing for Q2 2022, filed 18 Aug 2022.