Newman Dignan & Sheerar Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Newman Dignan & Sheerar Inc’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 Q3	–	Sell	-4,456	Closed	-$246K	–	185
2023 Q2	$246K	Hold	4,456	–	–	0.08%	164
2023 Q1	$215K	Buy	+4,456	New	+$197K	0.07%	178
2022 Q2	–	Sell	-4,456	Closed	-$232	–	205
2022 Q1	$232	Hold	4,456	–	–	0.04%	172
2021 Q4	$255K	Hold	4,456	–	–	0.08%	174
2021 Q3	$224K	Hold	4,456	–	–	0.06%	173
2021 Q2	$222K	Buy	+4,456	New	+$210K	0.07%	174

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VGT Position: Q3 2023 in Review

Newman Dignan & Sheerar Inc sold out of Vanguard Information Technology ETF (VGT) in Q3 2023, closing a stake of 4,456 shares — an estimated $246K sold.

Newman Dignan & Sheerar Inc first reported a position in VGT in Q2 2021 and held it in 6 quarters. The position peaked at $255K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

Newman Dignan & Sheerar Inc reported no remaining Vanguard Information Technology ETF position as of Q3 2023 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 4,456 Vanguard Information Technology ETF shares in Q3 2023, an estimated $246K.
Newman Dignan & Sheerar Inc first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 6 quarters.
Newman Dignan & Sheerar Inc's Vanguard Information Technology ETF position peaked at $255K in Q4 2021.
1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2023, filed 8 Nov 2023.