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

Nauset 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
Q1 		$610K Buy
11,728
+16
+0.1% +$821 0.49% 31
2021
Q4 		$671K Buy
+11,712
New +$643K 0.64% 28

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nauset Wealth Management's VGT Position: Q1 2022 in Review

Nauset Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.14% in Q1 2022, buying an estimated $821 and bringing the position to 11,728 shares worth $610K. The position accounts for 0.49% of the portfolio, ranked #31.

Nauset Wealth Management first reported a position in VGT in Q4 2021 and has held it in 2 quarters since. The position peaked at $671K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

  • Nauset Wealth Management held 11,728 shares of Vanguard Information Technology ETF worth $610K as of Q1 2022.
  • Nauset Wealth Management bought 16 Vanguard Information Technology ETF shares in Q1 2022, an estimated $821.
  • Vanguard Information Technology ETF made up 0.49% of Nauset Wealth Management's portfolio in Q1 2022, its #31 holding.
  • Nauset Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Vanguard Information Technology ETF position peaked at $671K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.