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

Personal 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
2022
Q4 		$2.98M Buy
74,728
+8,032
+12% +$328K 0.01% 204
2022
Q3 		$2.56M Buy
66,696
+2,448
+4% +$108K 0.01% 201
2022
Q2 		$2.62M Sell
64,248
-4,016
-6% -$181K 0.01% 202
2022
Q1 		$3.55M Sell
68,264
-10,240
-13% -$525K 0.02% 202
2021
Q4 		$4.47M Buy
78,504
+3,040
+4% +$167K 0.02% 205
2021
Q3 		$3.79M Buy
75,464
+8,168
+12% +$423K 0.02% 206
2021
Q2 		$3.35M Sell
67,296
-496
-0.7% -$23.4K 0.02% 211
2021
Q1 		$3.04M Sell
67,792
-10,528
-13% -$474K 0.02% 214
2020
Q4 		$3.46M Buy
78,320
+21,752
+38% +$895K 0.02% 211
2020
Q3 		$2.2M Buy
56,568
+4,232
+8% +$159K 0.02% 225
2020
Q2 		$1.82M Buy
52,336
+20,712
+65% +$646K 0.02% 215
2020
Q1 		$813K Buy
31,624
+6,136
+24% +$186K 0.01% 234
2019
Q4 		$780K Buy
25,488
+2,224
+10% +$63.7K 0.01% 240
2019
Q3 		$626K Buy
23,264
+3,136
+16% +$84.4K 0.01% 239
2019
Q2 		$531K Buy
20,128
+1,912
+10% +$49.3K 0.01% 236
2019
Q1 		$457K Sell
18,216
-8,808
-33% -$205K 0.01% 240
2018
Q4 		$564K Buy
27,024
+13,056
+93% +$296K 0.01% 222
2018
Q3 		$354K Buy
13,968
+480
+4% +$11.7K ﹤0.01% 241
2018
Q2 		$306K Buy
13,488
+1,296
+11% +$29.1K ﹤0.01% 237
2018
Q1 		$261K Sell
12,192
-896
-7% -$19.6K ﹤0.01% 234
2017
Q4 		$269K Sell
13,088
-1,712
-12% -$34.7K ﹤0.01% 211
2017
Q3 		$281K Buy
14,800
+872
+6% +$16.1K 0.01% 198
2017
Q2 		$245K Sell
13,928
-5,064
-27% -$89.2K 0.01% 199
2017
Q1 		$322K Buy
+18,992
New +$310K 0.01% 181

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Capital Advisors's VGT Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Information Technology ETF (VGT) stake by 12% in Q4 2022, buying an estimated $328K and bringing the position to 74,728 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #204.

Personal Capital Advisors first reported a position in VGT in Q1 2017 and has held it in 24 quarters since. The position peaked at $4.47M in Q4 2021. 1,146 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

  • Personal Capital Advisors held 74,728 shares of Vanguard Information Technology ETF worth $2.98M as of Q4 2022.
  • Personal Capital Advisors bought 8,032 Vanguard Information Technology ETF shares in Q4 2022, an estimated $328K.
  • Vanguard Information Technology ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #204 holding.
  • Personal Capital Advisors first reported a position in Vanguard Information Technology ETF in Q1 2017 and has held it in 24 quarters since.
  • Personal Capital Advisors's Vanguard Information Technology ETF position peaked at $4.47M in Q4 2021.
  • 1,146 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.