LHWM
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Lake Hills Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Lake Hills Wealth 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
Q2 		– Sell
-7,352
Closed -$383K – 40
2022
Q1 		$383K Sell
7,352
-13,312
-64% -$683K 0.28% 32
2021
Q4 		$1.18M Buy
+20,664
New +$1.13M 0.84% 23

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

Lake Hills Wealth Management's VGT Position: Q2 2022 in Review

Lake Hills Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 7,352 shares — an estimated $383K sold.

Lake Hills Wealth Management first reported a position in VGT in Q4 2021 and held it in 2 quarters. The position peaked at $1.18M in Q4 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

  • Lake Hills Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Lake Hills Wealth Management sold 7,352 Vanguard Information Technology ETF shares in Q2 2022, an estimated $383K.
  • Lake Hills Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 2 quarters.
  • Lake Hills Wealth Management's Vanguard Information Technology ETF position peaked at $1.18M in Q4 2021.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Lake Hills Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.