Laurel Wealth Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-400	Closed	-$16K	–	202
2022 Q4	$16K	Hold	400	–	–	0.01%	138
2022 Q3	$15K	Hold	400	–	–	0.01%	143
2022 Q2	$16K	Hold	400	–	–	0.01%	146
2022 Q1	$21K	Hold	400	–	–	0.01%	159
2021 Q4	$23K	Hold	400	–	–	0.02%	111
2021 Q3	$20K	Buy	+400	New	+$20.7K	0.02%	110

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VMPIC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Laurel Wealth Planning's VGT Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 400 shares — an estimated $16K sold.

Laurel Wealth Planning first reported a position in VGT in Q3 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Laurel Wealth Planning reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 400 Vanguard Information Technology ETF shares in Q1 2023, an estimated $16K.
Laurel Wealth Planning first reported a position in Vanguard Information Technology ETF in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Vanguard Information Technology ETF position peaked at $23K in Q4 2021.
1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.