Marino Stram & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Marino Stram & Associates’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	–	Sell	-9,832	Closed	-$490K	–	279
2021 Q2	$490K	Buy	+9,832	New	+$464K	0.13%	127
2019 Q2	–	Sell	-488	Closed	-$12K	–	550
2019 Q1	$12K	Hold	488	–	–	0.01%	295
2018 Q4	$10K	Hold	488	–	–	0.01%	280
2018 Q3	$12K	Hold	488	–	–	0.01%	289
2018 Q2	$11K	Sell	488 -1,496	-75%	-$33.6K	0.01%	296
2018 Q1	$42K	Hold	1,984	–	–	0.04%	184
2017 Q4	$41K	Buy	+1,984	New	+$40.2K	0.04%	186

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

VMPIC

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

Marino Stram & Associates's VGT Position: Q3 2021 in Review

Marino Stram & Associates sold out of Vanguard Information Technology ETF (VGT) in Q3 2021, closing a stake of 9,832 shares — an estimated $490K sold.

Marino Stram & Associates first reported a position in VGT in Q4 2017 and held it in 7 quarters. The position peaked at $490K in Q2 2021. 1,048 funds tracked by Wall St. Rank hold VGT as of Q3 2021.

Marino Stram & Associates reported no remaining Vanguard Information Technology ETF position as of Q3 2021 after selling out during the quarter.
Marino Stram & Associates sold 9,832 Vanguard Information Technology ETF shares in Q3 2021, an estimated $490K.
Marino Stram & Associates first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 7 quarters.
Marino Stram & Associates's Vanguard Information Technology ETF position peaked at $490K in Q2 2021.
1,048 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.