Level Four Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Level Four Financial’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
2021 Q3	$959K	Sell	19,112 -360	-2%	-$18.7K	0.42%	64
2021 Q2	$971K	Sell	19,472 -392	-2%	-$18.5K	0.41%	62
2021 Q1	$890K	Sell	19,864 -2,392	-11%	-$108K	0.41%	70
2020 Q4	$984K	Buy	+22,256	New	+$915K	0.42%	64

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Level Four Financial's VGT Position: Q3 2021 in Review

Level Four Financial reduced its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q3 2021, selling an estimated $18.7K and leaving 19,112 shares worth $959K. The position accounts for 0.42% of the portfolio, ranked #64.

Level Four Financial first reported a position in VGT in Q4 2020 and has held it in 4 quarters since. The position peaked at $984K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold VGT as of Q3 2021.

Level Four Financial held 19,112 shares of Vanguard Information Technology ETF worth $959K as of Q3 2021.
Level Four Financial sold 360 Vanguard Information Technology ETF shares in Q3 2021, an estimated $18.7K.
Vanguard Information Technology ETF made up 0.42% of Level Four Financial's portfolio in Q3 2021, its #64 holding.
Level Four Financial first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Vanguard Information Technology ETF position peaked at $984K in Q4 2020.
1,049 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.