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

Insight 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
2022
Q1 		– Sell
-3,856
Closed -$221K – 83
2021
Q4 		$221K Buy
+3,856
New +$212K 0.04% 77

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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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Insight Wealth Partners's VGT Position: Q1 2022 in Review

Insight Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 3,856 shares — an estimated $221K sold.

Insight Wealth Partners first reported a position in VGT in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

  • Insight Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 3,856 Vanguard Information Technology ETF shares in Q1 2022, an estimated $221K.
  • Insight Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 1 quarter.
  • Insight Wealth Partners's Vanguard Information Technology ETF position peaked at $221K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.