Marks Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Marks Wealth’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 Q2	–	Sell	-955,272	Closed	-$49.7M	–	32
2022 Q1	$49.7M	Buy	955,272 +420,680	+79%	+$21.6M	15.15%	2
2021 Q4	$30.6M	Sell	534,592 -599,952	-53%	-$32.9M	9.57%	4
2021 Q3	$56.9M	Buy	+1,134,544	New	+$58.8M	18.59%	1
2021 Q2	–	Sell	-112,304	Closed	-$5.03M	–	41
2021 Q1	$5.03M	Sell	112,304 -659,824	-85%	-$29.7M	1.65%	21
2020 Q4	$34.1M	Buy	+772,128	New	+$31.8M	11.84%	1

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

VMPIC

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marks Wealth's VGT Position: Q2 2022 in Review

Marks Wealth sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 955,272 shares — an estimated $49.7M sold.

Marks Wealth first reported a position in VGT in Q4 2020 and held it in 5 quarters. The position peaked at $56.9M in Q3 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

Marks Wealth reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
Marks Wealth sold 955,272 Vanguard Information Technology ETF shares in Q2 2022, an estimated $49.7M.
Marks Wealth first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 5 quarters.
Marks Wealth's Vanguard Information Technology ETF position peaked at $56.9M in Q3 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.