McDonald Partners’s Vanguard Information Technology ETF VGT Stock Holding History

McDonald Partners’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 Q1	–	Sell	-72,824	Closed	-$4.17M	–	679
2021 Q4	$4.17M	Buy	72,824 +67,480	+1,263%	+$3.7M	3.86%	6
2021 Q3	$268K	Buy	5,344 +800	+18%	+$41.5K	0.06%	257
2021 Q2	$226K	Buy	4,544 +8	+0.2%	+$377	0.05%	280
2021 Q1	$203K	Hold	4,536	–	–	0.05%	278
2020 Q4	$201K	Buy	+4,536	New	+$187K	0.06%	263

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McDonald Partners's VGT Position: Q1 2022 in Review

McDonald Partners sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 72,824 shares — an estimated $4.17M sold.

McDonald Partners first reported a position in VGT in Q4 2020 and held it in 5 quarters. The position peaked at $4.17M in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

McDonald Partners reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 72,824 Vanguard Information Technology ETF shares in Q1 2022, an estimated $4.17M.
McDonald Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 5 quarters.
McDonald Partners's Vanguard Information Technology ETF position peaked at $4.17M in Q4 2021.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.