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Meridian Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Meridian Financial 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
2023
Q1 		– Sell
-6,248
Closed -$257K – 51
2022
Q4 		$257K Buy
+6,248
New +$255K 0.29% 43

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Wells Fargo
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VMPIC
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Financial Partners's VGT Position: Q1 2023 in Review

Meridian Financial Partners sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 6,248 shares — an estimated $257K sold.

Meridian Financial Partners first reported a position in VGT in Q4 2022 and held it in 1 quarter. The position peaked at $257K in Q4 2022. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

  • Meridian Financial Partners reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Meridian Financial Partners sold 6,248 Vanguard Information Technology ETF shares in Q1 2023, an estimated $257K.
  • Meridian Financial Partners first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 1 quarter.
  • Meridian Financial Partners's Vanguard Information Technology ETF position peaked at $257K in Q4 2022.
  • 1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Meridian Financial Partners's 13F filing for Q1 2023, filed 19 Apr 2023.