Joseph P. Lucia & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-400	Closed	-$16K	–	424
2022 Q2	$16K	Hold	400	–	–	0.01%	276
2022 Q1	$21K	Buy	+400	New	+$20.5K	0.01%	262
2021 Q4	–	Sell	-400	Closed	-$20K	–	535
2021 Q3	$20K	Hold	400	–	–	0.01%	308
2021 Q2	$20K	Hold	400	–	–	0.01%	318
2021 Q1	$18K	Hold	400	–	–	0.01%	305
2020 Q4	$18K	Buy	+400	New	+$16.5K	0.01%	283
2020 Q3	–	Sell	-400	Closed	-$14K	–	435
2020 Q2	$14K	Buy	+400	New	+$12.5K	0.01%	283
2020 Q1	–	Sell	-2,224	Closed	-$68K	–	499
2019 Q4	$68K	Buy	2,224 +8	+0.4%	+$229	0.06%	153
2019 Q3	$60K	Hold	2,216	–	–	0.06%	157
2019 Q2	$58K	Buy	+2,216	New	+$57.1K	0.06%	155

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

VMPIC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Joseph P. Lucia & Associates's VGT Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard Information Technology ETF (VGT) in Q3 2022, closing a stake of 400 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in VGT in Q2 2019 and held it in 10 quarters. The position peaked at $68K in Q4 2019. 1,068 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard Information Technology ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 400 Vanguard Information Technology ETF shares in Q3 2022, an estimated $16K.
Joseph P. Lucia & Associates first reported a position in Vanguard Information Technology ETF in Q2 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's Vanguard Information Technology ETF position peaked at $68K in Q4 2019.
1,068 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.