Madison Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Madison 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
2023 Q3	$3.14M	Sell	60,512 -1,336	-2%	-$72.6K	0.66%	48
2023 Q2	$3.42M	Hold	61,848	–	–	0.69%	46
2023 Q1	$2.98M	Sell	61,848 -2,160	-3%	-$95.5K	0.64%	50
2022 Q4	$2.56M	Sell	64,008 -592	-0.9%	-$24.2K	0.58%	56
2022 Q3	$2.48M	Sell	64,600 -4,008	-6%	-$176K	0.61%	50
2022 Q2	$2.8M	Sell	68,608 -1,040	-1%	-$46.8K	0.68%	46
2022 Q1	$3.63M	Hold	69,648	–	–	0.76%	39
2021 Q4	$3.99M	Sell	69,648 -528	-0.8%	-$29K	0.8%	35
2021 Q3	$3.52M	Hold	70,176	–	–	0.77%	35
2021 Q2	$3.5M	Sell	70,176 -760	-1%	-$35.8K	0.77%	34
2021 Q1	$3.18M	Sell	70,936 -176	-0.2%	-$7.92K	0.78%	36
2020 Q4	$3.15M	Sell	71,112 -760	-1%	-$31.3K	0.83%	36
2020 Q3	$2.8M	Sell	71,872 -1,816	-2%	-$68.4K	0.84%	35
2020 Q2	$2.57M	Sell	73,688 -2,560	-3%	-$79.9K	0.84%	36
2020 Q1	$2.02M	Sell	76,248 -4,336	-5%	-$131K	0.81%	34
2019 Q4	$2.47M	Buy	+80,584	New	+$2.31M	0.71%	35

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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Madison Wealth Management's VGT Position: Q3 2023 in Review

Madison Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q3 2023, selling an estimated $72.6K and leaving 60,512 shares worth $3.14M. The position accounts for 0.66% of the portfolio, ranked #48.

Madison Wealth Management first reported a position in VGT in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.99M in Q4 2021. 1,248 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

Madison Wealth Management held 60,512 shares of Vanguard Information Technology ETF worth $3.14M as of Q3 2023.
Madison Wealth Management sold 1,336 Vanguard Information Technology ETF shares in Q3 2023, an estimated $72.6K.
Vanguard Information Technology ETF made up 0.66% of Madison Wealth Management's portfolio in Q3 2023, its #48 holding.
Madison Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Vanguard Information Technology ETF position peaked at $3.99M in Q4 2021.
1,248 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.