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JVL Associates’s Vanguard Information Technology ETF VGT Stock Holding History

JVL 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
Q2 		– Sell
-4,496
Closed -$234K – 41
2022
Q1 		$234K Buy
+4,496
New +$231K 0.15% 38

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UBS Group
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LPL Financial
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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JVL Associates's VGT Position: Q2 2022 in Review

JVL Associates sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 4,496 shares — an estimated $234K sold.

JVL Associates first reported a position in VGT in Q1 2022 and held it in 1 quarter. The position peaked at $234K in Q1 2022. 1,094 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

  • JVL Associates reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
  • JVL Associates sold 4,496 Vanguard Information Technology ETF shares in Q2 2022, an estimated $234K.
  • JVL Associates first reported a position in Vanguard Information Technology ETF in Q1 2022 and held it in 1 quarter.
  • JVL Associates's Vanguard Information Technology ETF position peaked at $234K in Q1 2022.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on JVL Associates's 13F filing for Q2 2022, filed 13 Jul 2022.