Norris Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Norris Financial Group’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	–	Sell	-4,520	Closed	-$259K	–	108
2021 Q4	$259K	Sell	4,520 -720	-14%	-$39.5K	0.16%	74
2021 Q3	$263K	Buy	+5,240	New	+$272K	0.17%	73
2021 Q2	–	Sell	-6,216	Closed	-$279K	–	92
2021 Q1	$279K	Sell	6,216 -6,048	-49%	-$272K	0.2%	68
2020 Q4	$542K	Sell	12,264 -40	-0.3%	-$1.65K	0.43%	42
2020 Q3	$479K	Sell	12,304 -45,680	-79%	-$1.72M	0.41%	52
2020 Q2	$2.02M	Sell	57,984 -4,600	-7%	-$144K	1.91%	14
2020 Q1	$1.66M	Buy	+62,584	New	+$1.9M	1.84%	15

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Norris Financial Group's VGT Position: Q1 2022 in Review

Norris Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 4,520 shares — an estimated $259K sold.

Norris Financial Group first reported a position in VGT in Q1 2020 and held it in 7 quarters. The position peaked at $2.02M in Q2 2020. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Norris Financial Group reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
Norris Financial Group sold 4,520 Vanguard Information Technology ETF shares in Q1 2022, an estimated $259K.
Norris Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 7 quarters.
Norris Financial Group's Vanguard Information Technology ETF position peaked at $2.02M in Q2 2020.
1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.