MBM Wealth Consultants’s Vanguard Information Technology ETF VGT Stock Holding History

MBM Wealth Consultants’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	-120	Closed	-$6K	–	312
2022 Q1	$6K	Hold	120	–	–	﹤0.01%	258
2021 Q4	$7K	Hold	120	–	–	﹤0.01%	242
2021 Q3	$6K	Hold	120	–	–	﹤0.01%	251
2021 Q2	$6K	Buy	+120	New	+$5.66K	﹤0.01%	231

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

MBM Wealth Consultants's VGT Position: Q2 2022 in Review

MBM Wealth Consultants sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 120 shares — an estimated $6K sold.

MBM Wealth Consultants first reported a position in VGT in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

MBM Wealth Consultants reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 120 Vanguard Information Technology ETF shares in Q2 2022, an estimated $6K.
MBM Wealth Consultants first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 4 quarters.
MBM Wealth Consultants's Vanguard Information Technology ETF position peaked at $7K in Q4 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.