Johanson Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Johanson Financial 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
2021 Q4	$1.2M	Buy	20,984 +1,048	+5%	+$57.5K	0.37%	57
2021 Q3	$1M	Buy	19,936 +168	+0.8%	+$8.71K	0.34%	61
2021 Q2	$1M	Buy	19,768 +984	+5%	+$46.4K	0.34%	62
2021 Q1	$894K	Buy	18,784 +1,520	+9%	+$68.4K	0.33%	64
2020 Q4	$763K	Buy	17,264 +2,304	+15%	+$94.8K	0.31%	63
2020 Q3	$589K	Buy	14,960 +2,272	+18%	+$85.5K	0.26%	67
2020 Q2	$442K	Buy	12,688 +2,432	+24%	+$75.9K	0.22%	72
2020 Q1	$271K	Sell	10,256 -2,132,600	-100%	-$64.6M	0.16%	79
2019 Q4	$1.09M	Buy	2,142,856 +2,134,296	+24,933%	+$61.1M	0.05%	134
2019 Q3	$231K	Buy	+8,560	New	+$230K	0.12%	89

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Johanson Financial Advisors's VGT Position: Q4 2021 in Review

Johanson Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 5.3% in Q4 2021, buying an estimated $57.5K and bringing the position to 20,984 shares worth $1.2M. The position accounts for 0.37% of the portfolio, ranked #57.

Johanson Financial Advisors first reported a position in VGT in Q3 2019 and has held it in 10 quarters since. 1,223 funds tracked by Wall St. Rank hold VGT as of Q4 2021.

Johanson Financial Advisors held 20,984 shares of Vanguard Information Technology ETF worth $1.2M as of Q4 2021.
Johanson Financial Advisors bought 1,048 Vanguard Information Technology ETF shares in Q4 2021, an estimated $57.5K.
Vanguard Information Technology ETF made up 0.37% of Johanson Financial Advisors's portfolio in Q4 2021, its #57 holding.
Johanson Financial Advisors first reported a position in Vanguard Information Technology ETF in Q3 2019 and has held it in 10 quarters since.
1,223 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.