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Milestone Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Milestone Wealth’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
Q3 		$74K Hold
1,936
– – 0.08% 87
2022
Q2 		$79K Hold
1,936
– – 0.08% 87
2022
Q1 		$111K Hold
1,936
– – 0.09% 80
2021
Q4 		$111K Buy
+1,936
New +$106K 0.09% 80

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Wealth's VGT Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Information Technology ETF (VGT) position steady in Q3 2022 at 1,936 shares worth $74K. The position accounts for 0.08% of the portfolio, ranked #87.

Milestone Wealth first reported a position in VGT in Q4 2021 and has held it in 4 quarters since. The position peaked at $111K in Q1 2022. 1,069 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

  • Milestone Wealth held 1,936 shares of Vanguard Information Technology ETF worth $74K as of Q3 2022.
  • Milestone Wealth left its Vanguard Information Technology ETF share count unchanged in Q3 2022.
  • Vanguard Information Technology ETF made up 0.08% of Milestone Wealth's portfolio in Q3 2022, its #87 holding.
  • Milestone Wealth first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Information Technology ETF position peaked at $111K in Q1 2022.
  • 1,069 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.