McCarthy Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-184	Closed	-$10K	–	279
2022 Q1	$10K	Hold	184	–	–	0.01%	168
2021 Q4	$11K	Hold	184	–	–	0.01%	166
2021 Q3	$9K	Hold	184	–	–	0.01%	176
2021 Q2	$9K	Hold	184	–	–	0.01%	207
2021 Q1	$8K	Hold	184	–	–	0.01%	190
2020 Q4	$8K	Buy	+184	New	+$7.57K	0.01%	181

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

McCarthy Asset Management's VGT Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 184 shares — an estimated $10K sold.

McCarthy Asset Management first reported a position in VGT in Q4 2020 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 184 Vanguard Information Technology ETF shares in Q2 2022, an estimated $10K.
McCarthy Asset Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard Information Technology ETF position peaked at $11K in Q4 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.