Insight Inv LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Insight Inv LLC’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	–	Sell	-5,440	Closed	-$217K	–	98
2022 Q4	$217K	Hold	5,440	–	–	0.22%	73
2022 Q3	$210K	Hold	5,440	–	–	0.23%	73
2022 Q2	$222K	Hold	5,440	–	–	0.22%	71
2022 Q1	$283K	Hold	5,440	–	–	0.26%	72
2021 Q4	$312K	Buy	+5,440	New	+$299K	0.29%	76

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

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

VMPIC

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Insight Inv LLC's VGT Position: Q1 2023 in Review

Insight Inv LLC sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 5,440 shares — an estimated $217K sold.

Insight Inv LLC first reported a position in VGT in Q4 2021 and held it in 5 quarters. The position peaked at $312K in Q4 2021. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Insight Inv LLC reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Insight Inv LLC sold 5,440 Vanguard Information Technology ETF shares in Q1 2023, an estimated $217K.
Insight Inv LLC first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 5 quarters.
Insight Inv LLC's Vanguard Information Technology ETF position peaked at $312K in Q4 2021.
1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Insight Inv LLC's 13F filing for Q1 2023, filed 12 May 2023.