Intersect Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Intersect Capital’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	$267K	Hold	6,544	–	–	0.08%	261
2022 Q1	$341K	Sell	6,544 -440	-6%	-$22.6K	0.07%	290
2021 Q4	$400K	Hold	6,984	–	–	0.07%	244
2021 Q3	$350K	Hold	6,984	–	–	0.06%	252
2021 Q2	$348K	Hold	6,984	–	–	0.06%	236
2021 Q1	$313K	Buy	6,984 +440	+7%	+$19.8K	0.06%	235
2020 Q4	$289K	Hold	6,544	–	–	0.06%	220
2020 Q3	$255K	Hold	6,544	–	–	0.07%	190
2020 Q2	$228K	Buy	+6,544	New	+$204K	0.07%	165
2020 Q1	–	Sell	-6,544	Closed	-$200K	–	182
2019 Q4	$200K	Sell	6,544 -1,856	-22%	-$53.1K	0.07%	162
2019 Q3	$226K	Hold	8,400	–	–	0.08%	150
2019 Q2	$221K	Hold	8,400	–	–	0.09%	151
2019 Q1	$211K	Buy	+8,400	New	+$195K	0.09%	130

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Intersect Capital's VGT Position: Q2 2022 in Review

Intersect Capital held its Vanguard Information Technology ETF (VGT) position steady in Q2 2022 at 6,544 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #261.

Intersect Capital first reported a position in VGT in Q1 2019 and has held it in 13 quarters since. The position peaked at $400K in Q4 2021. 1,094 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

Intersect Capital held 6,544 shares of Vanguard Information Technology ETF worth $267K as of Q2 2022.
Intersect Capital left its Vanguard Information Technology ETF share count unchanged in Q2 2022.
Vanguard Information Technology ETF made up 0.08% of Intersect Capital's portfolio in Q2 2022, its #261 holding.
Intersect Capital first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 13 quarters since.
Intersect Capital's Vanguard Information Technology ETF position peaked at $400K in Q4 2021.
1,094 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.