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Peak Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Peak Financial 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 		– Sell
-7,672
Closed -$439K – 84
2021
Q4 		$439K Hold
7,672
– – 0.14% 48
2021
Q3 		$385K Hold
7,672
– – 0.13% 50
2021
Q2 		$382K Hold
7,672
– – 0.13% 49
2021
Q1 		$344K Sell
7,672
-600
-7% -$27K 0.12% 49
2020
Q4 		$366K Buy
8,272
+600
+8% +$24.7K 0.14% 48
2020
Q3 		$299K Hold
7,672
– – 0.13% 50
2020
Q2 		$267K Hold
7,672
– – 0.13% 49
2020
Q1 		$203K Buy
7,672
+872
+13% +$26.4K 0.1% 52
2019
Q4 		$208K Buy
+6,800
New +$195K 0.09% 55
2019
Q3 		– Sell
-12,760
Closed -$336K – 56
2019
Q2 		$336K Sell
12,760
-3,000
-19% -$77.4K 0.15% 47
2019
Q1 		$395K Sell
15,760
-264
-2% -$6.13K 0.18% 44
2018
Q4 		$334K Hold
16,024
– – 0.16% 46
2018
Q3 		$406K Hold
16,024
– – 0.18% 40
2018
Q2 		$363K Sell
16,024
-536
-3% -$12K 0.17% 41
2018
Q1 		$354K Sell
16,560
-560
-3% -$12.2K 0.17% 39
2017
Q4 		$353K Sell
17,120
-2,368
-12% -$48K 0.13% 41
2017
Q3 		$370K Sell
19,488
-772,544
-98% -$14.3M 0.14% 38
2017
Q2 		$13.9M Sell
792,032
-103,504
-12% -$1.82M 5.46% 8
2017
Q1 		$15.2M Buy
895,536
+10,144
+1% +$166K 6.13% 6
2016
Q4 		$13.4M Sell
885,392
-86,664
-9% -$1.31M 5.85% 7
2016
Q3 		$14.6M Sell
972,056
-69,288
-7% -$1M 6.33% 7
2016
Q2 		$13.9M Buy
+1,041,344
New +$14M 6.22% 7
2015
Q4 		$19.9M Buy
+1,468,664
New +$20M 9.09% 2

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peak Financial Management's VGT Position: Q1 2022 in Review

Peak Financial Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 7,672 shares — an estimated $439K sold.

Peak Financial Management first reported a position in VGT in Q4 2015 and held it in 23 quarters. The position peaked at $19.9M in Q4 2015. 1,188 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

  • Peak Financial Management reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Management sold 7,672 Vanguard Information Technology ETF shares in Q1 2022, an estimated $439K.
  • Peak Financial Management first reported a position in Vanguard Information Technology ETF in Q4 2015 and held it in 23 quarters.
  • Peak Financial Management's Vanguard Information Technology ETF position peaked at $19.9M in Q4 2015.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Peak Financial Management's 13F filing for Q1 2022, filed 20 Apr 2022.