Jackson Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Jackson Wealth Management’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	-76,424	Closed	-$4.38M	–	131
2021 Q4	$4.38M	Buy	+76,424	New	+$4.2M	0.55%	53
2021 Q3	–	Sell	-77,256	Closed	-$3.85M	–	121
2021 Q2	$3.85M	Sell	77,256 -1,464	-2%	-$69K	0.49%	53
2021 Q1	$3.53M	Buy	78,720 +5,448	+7%	+$245K	0.53%	54
2020 Q4	$3.24M	Buy	73,272 +144	+0.2%	+$5.92K	0.44%	59
2020 Q3	$2.85M	Sell	73,128 -18,968	-21%	-$714K	0.43%	58
2020 Q2	$3.21M	Buy	92,096 +42,080	+84%	+$1.31M	0.57%	46
2020 Q1	$1.58M	Sell	50,016 -26,864	-35%	-$814K	0.33%	63
2019 Q4	$2.5M	Buy	76,880 +2,848	+4%	+$81.5K	0.41%	67
2019 Q3	$1.99M	Buy	+74,032	New	+$1.99M	0.42%	66

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 $14.1B AUM 25.71% 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

Jackson Wealth Management's VGT Position: Q1 2022 in Review

Jackson Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 76,424 shares — an estimated $4.38M sold.

Jackson Wealth Management first reported a position in VGT in Q3 2019 and held it in 9 quarters. The position peaked at $4.38M in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Jackson Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
Jackson Wealth Management sold 76,424 Vanguard Information Technology ETF shares in Q1 2022, an estimated $4.38M.
Jackson Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2019 and held it in 9 quarters.
Jackson Wealth Management's Vanguard Information Technology ETF position peaked at $4.38M in Q4 2021.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.