Minot Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Minot Wealth 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	$377K	Buy	9,224 +224	+2%	+$10.1K	0.1%	127
2022 Q1	$469K	Hold	9,000	–	–	0.1%	131
2021 Q4	$515K	Hold	9,000	–	–	0.1%	127
2021 Q3	$451K	Hold	9,000	–	–	0.1%	133
2021 Q2	$459K	Hold	9,000	–	–	0.1%	129
2021 Q1	$403K	Hold	9,000	–	–	0.1%	129
2020 Q4	$398K	Hold	9,000	–	–	0.12%	111
2020 Q3	$350K	Hold	9,000	–	–	0.13%	107
2020 Q2	$314K	Hold	9,000	–	–	0.16%	92
2020 Q1	$238K	Sell	9,000 -88	-1%	-$2.67K	0.17%	96
2019 Q4	$296K	Buy	+9,088	New	+$260K	0.13%	107

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Minot Wealth Management's VGT Position: Q2 2022 in Review

Minot Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 2.5% in Q2 2022, buying an estimated $10.1K and bringing the position to 9,224 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #127.

Minot Wealth Management first reported a position in VGT in Q4 2019 and has held it in 11 quarters since. The position peaked at $515K in Q4 2021. 1,094 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

Minot Wealth Management held 9,224 shares of Vanguard Information Technology ETF worth $377K as of Q2 2022.
Minot Wealth Management bought 224 Vanguard Information Technology ETF shares in Q2 2022, an estimated $10.1K.
Vanguard Information Technology ETF made up 0.1% of Minot Wealth Management's portfolio in Q2 2022, its #127 holding.
Minot Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Vanguard Information Technology ETF position peaked at $515K in Q4 2021.
1,094 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.