Kings Point Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Kings Point Capital 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	$301K	Sell	5,784 -832	-13%	-$42.7K	0.03%	169
2021 Q4	$379K	Buy	6,616 +240	+4%	+$13.2K	0.03%	169
2021 Q3	$320K	Hold	6,376	–	–	0.03%	167
2021 Q2	$318K	Sell	6,376 -392	-6%	-$18.5K	0.03%	166
2021 Q1	$303K	Buy	6,768 +2,520	+59%	+$113K	0.03%	161
2020 Q4	$188K	Hold	4,248	–	–	0.02%	187
2020 Q3	$165K	Buy	4,248 +3,104	+271%	+$117K	0.02%	189
2020 Q2	$40K	Hold	1,144	–	–	0.01%	298
2020 Q1	$30K	Buy	1,144 +56	+5%	+$1.7K	0.01%	333
2019 Q4	$33K	Hold	1,088	–	–	﹤0.01%	365
2019 Q3	$29K	Buy	+1,088	New	+$29.3K	﹤0.01%	356
2018 Q2	–	Sell	-2,648	Closed	-$57K	–	370
2018 Q1	$57K	Buy	+2,648	New	+$57.8K	0.01%	222

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

Kings Point Capital Management's VGT Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard Information Technology ETF (VGT) stake by 13% in Q1 2022, selling an estimated $42.7K and leaving 5,784 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #169.

Kings Point Capital Management first reported a position in VGT in Q1 2018 and has held it in 12 quarters since. The position peaked at $379K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Kings Point Capital Management held 5,784 shares of Vanguard Information Technology ETF worth $301K as of Q1 2022.
Kings Point Capital Management sold 832 Vanguard Information Technology ETF shares in Q1 2022, an estimated $42.7K.
Vanguard Information Technology ETF made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #169 holding.
Kings Point Capital Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 12 quarters since.
Kings Point Capital Management's Vanguard Information Technology ETF position peaked at $379K in Q4 2021.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.