Investors Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Investors Financial Group’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	-67,456	Closed	-$3.86M	–	179
2021 Q4	$3.86M	Sell	67,456 -512	-0.8%	-$28.1K	1.8%	11
2021 Q3	$3.41M	Buy	67,968 +1,632	+2%	+$84.6K	1.8%	10
2021 Q2	$3.31M	Buy	66,336 +72	+0.1%	+$3.4K	1.77%	9
2021 Q1	$2.97M	Buy	66,264 +3,720	+6%	+$167K	1.74%	9
2020 Q4	$2.77M	Buy	62,544 +544	+0.9%	+$22.4K	1.83%	8
2020 Q3	$2.41M	Buy	62,000 +104	+0.2%	+$3.92K	1.81%	10
2020 Q2	$2.16M	Buy	61,896 +2,680	+5%	+$83.6K	1.77%	12
2020 Q1	$1.57M	Buy	59,216 +176	+0.3%	+$5.33K	1.58%	17
2019 Q4	$1.81M	Buy	+59,040	New	+$1.69M	1.47%	18

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

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 $21.9B AUM 68.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investors Financial Group's VGT Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 67,456 shares — an estimated $3.86M sold.

Investors Financial Group first reported a position in VGT in Q4 2019 and held it in 9 quarters. The position peaked at $3.86M in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Investors Financial Group reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 67,456 Vanguard Information Technology ETF shares in Q1 2022, an estimated $3.86M.
Investors Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Vanguard Information Technology ETF position peaked at $3.86M in Q4 2021.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.