LMKC
VGT icon

L.M. Kohn & Company’s Vanguard Information Technology ETF VGT Stock Holding History

L.M. Kohn & Company’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
-5,000
Closed -$261K – 256
2022
Q1 		$261K Buy
+5,000
New +$257K 0.1% 206

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

L.M. Kohn & Company's VGT Position: Q2 2022 in Review

L.M. Kohn & Company sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 5,000 shares — an estimated $261K sold.

L.M. Kohn & Company first reported a position in VGT in Q1 2022 and held it in 1 quarter. The position peaked at $261K in Q1 2022. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

  • L.M. Kohn & Company reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 5,000 Vanguard Information Technology ETF shares in Q2 2022, an estimated $261K.
  • L.M. Kohn & Company first reported a position in Vanguard Information Technology ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's Vanguard Information Technology ETF position peaked at $261K in Q1 2022.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.