Lumature Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Lumature Wealth Partners’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 Q2	$254K	Buy	4,600 +1,496	+48%	+$75.1K	0.15%	133
2023 Q1	$150K	Buy	3,104 +3,016	+3,427%	+$133K	0.08%	168
2022 Q4	$3.51K	Hold	88	–	–	﹤0.01%	349
2022 Q3	$3K	Hold	88	–	–	﹤0.01%	368
2022 Q2	$4K	Hold	88	–	–	﹤0.01%	367
2022 Q1	$5K	Hold	88	–	–	﹤0.01%	379
2021 Q4	$5K	Hold	88	–	–	﹤0.01%	370
2021 Q3	$4K	Hold	88	–	–	﹤0.01%	380
2021 Q2	$4K	Hold	88	–	–	﹤0.01%	346
2021 Q1	$4K	Buy	+88	New	+$3.96K	﹤0.01%	329

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VMPIC

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

Lumature Wealth Partners's VGT Position: Q2 2023 in Review

Lumature Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 48% in Q2 2023, buying an estimated $75.1K and bringing the position to 4,600 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #133.

Lumature Wealth Partners first reported a position in VGT in Q1 2021 and has held it in 10 quarters since. 1,269 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

Lumature Wealth Partners held 4,600 shares of Vanguard Information Technology ETF worth $254K as of Q2 2023.
Lumature Wealth Partners bought 1,496 Vanguard Information Technology ETF shares in Q2 2023, an estimated $75.1K.
Vanguard Information Technology ETF made up 0.15% of Lumature Wealth Partners's portfolio in Q2 2023, its #133 holding.
Lumature Wealth Partners first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 10 quarters since.
1,269 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.