MPA
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Marvin & Palmer Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Marvin & Palmer 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
2023
Q3 		– Sell
-37,216
Closed -$2.06M – 36
2023
Q2 		$2.06M Buy
+37,216
New +$1.87M 0.93% 25

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marvin & Palmer Associates's VGT Position: Q3 2023 in Review

Marvin & Palmer Associates sold out of Vanguard Information Technology ETF (VGT) in Q3 2023, closing a stake of 37,216 shares — an estimated $2.06M sold.

Marvin & Palmer Associates first reported a position in VGT in Q2 2023 and held it in 1 quarter. The position peaked at $2.06M in Q2 2023. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

  • Marvin & Palmer Associates reported no remaining Vanguard Information Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Marvin & Palmer Associates sold 37,216 Vanguard Information Technology ETF shares in Q3 2023, an estimated $2.06M.
  • Marvin & Palmer Associates first reported a position in Vanguard Information Technology ETF in Q2 2023 and held it in 1 quarter.
  • Marvin & Palmer Associates's Vanguard Information Technology ETF position peaked at $2.06M in Q2 2023.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Marvin & Palmer Associates's 13F filing for Q3 2023, filed 13 Nov 2023.