Lehman & Derafelo Financial Resources’s Vanguard Information Technology ETF VGT Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-5,816	Closed	-$224K	–	191
2022 Q3	$224K	Hold	5,816	–	–	0.07%	92
2022 Q2	$237K	Hold	5,816	–	–	0.07%	92
2022 Q1	$303K	Hold	5,816	–	–	0.08%	83
2021 Q4	$333K	Hold	5,816	–	–	0.1%	75
2021 Q3	$292K	Buy	5,816 +536	+10%	+$27.8K	0.09%	80
2021 Q2	$263K	Hold	5,280	–	–	0.07%	97
2021 Q1	$237K	Hold	5,280	–	–	0.07%	104
2020 Q4	$234K	Hold	5,280	–	–	0.07%	100
2020 Q3	$206K	Hold	5,280	–	–	0.07%	125
2020 Q2	$184K	Buy	+5,280	New	+$165K	0.06%	119
2020 Q1	–	Sell	-5,160	Closed	-$158K	–	213
2019 Q4	$158K	Hold	5,160	–	–	0.06%	110
2019 Q3	$139K	Buy	+5,160	New	+$139K	0.05%	105

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

Lehman & Derafelo Financial Resources's VGT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 5,816 shares — an estimated $224K sold.

Lehman & Derafelo Financial Resources first reported a position in VGT in Q3 2019 and held it in 12 quarters. The position peaked at $333K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 5,816 Vanguard Information Technology ETF shares in Q4 2022, an estimated $224K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Information Technology ETF in Q3 2019 and held it in 12 quarters.
Lehman & Derafelo Financial Resources's Vanguard Information Technology ETF position peaked at $333K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.