MSH Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

MSH Capital Advisors’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 Q4	–	Sell	-7,104	Closed	-$368K	–	230
2023 Q3	$368K	Sell	7,104 -472	-6%	-$25.7K	0.14%	152
2023 Q2	$419K	Sell	7,576 -40	-0.5%	-$2.01K	0.15%	144
2023 Q1	$367K	Sell	7,616 -400	-5%	-$17.7K	0.16%	143
2022 Q4	$320K	Buy	8,016 +32	+0.4%	+$1.31K	0.14%	143
2022 Q3	$307K	Sell	7,984 -72	-0.9%	-$3.17K	0.15%	136
2022 Q2	$329K	Sell	8,056 -176	-2%	-$7.93K	0.15%	139
2022 Q1	$429K	Buy	8,232 +128	+2%	+$6.57K	0.18%	121
2021 Q4	$464K	Buy	+8,104	New	+$445K	0.21%	107

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MSH Capital Advisors's VGT Position: Q4 2023 in Review

MSH Capital Advisors sold out of Vanguard Information Technology ETF (VGT) in Q4 2023, closing a stake of 7,104 shares — an estimated $368K sold.

MSH Capital Advisors first reported a position in VGT in Q4 2021 and held it in 8 quarters. The position peaked at $464K in Q4 2021. 1,393 funds tracked by Wall St. Rank hold VGT as of Q4 2023.

MSH Capital Advisors reported no remaining Vanguard Information Technology ETF position as of Q4 2023 after selling out during the quarter.
MSH Capital Advisors sold 7,104 Vanguard Information Technology ETF shares in Q4 2023, an estimated $368K.
MSH Capital Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 8 quarters.
MSH Capital Advisors's Vanguard Information Technology ETF position peaked at $464K in Q4 2021.
1,393 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2023.

Based on MSH Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2025.