Iron Gate Global Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Iron Gate Global Advisors’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	-4,600	Closed	-$262K	–	116
2021 Q4	$262K	Buy	+4,600	New	+$253K	0.06%	94
2021 Q1	–	Sell	-6,616	Closed	-$292K	–	105
2020 Q4	$292K	Sell	6,616 -208	-3%	-$8.56K	0.11%	70
2020 Q3	$265K	Buy	+6,824	New	+$257K	0.11%	75

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

Iron Gate Global Advisors's VGT Position: Q1 2022 in Review

Iron Gate Global Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 4,600 shares — an estimated $262K sold.

Iron Gate Global Advisors first reported a position in VGT in Q3 2020 and held it in 3 quarters. The position peaked at $292K in Q4 2020. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Iron Gate Global Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
Iron Gate Global Advisors sold 4,600 Vanguard Information Technology ETF shares in Q1 2022, an estimated $262K.
Iron Gate Global Advisors first reported a position in Vanguard Information Technology ETF in Q3 2020 and held it in 3 quarters.
Iron Gate Global Advisors's Vanguard Information Technology ETF position peaked at $292K in Q4 2020.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Iron Gate Global Advisors's 13F filing for Q1 2022, filed 11 May 2022.