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Pin Oak Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Pin Oak Investment 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
2023
Q2 		– Sell
-280
Closed -$13K – 483
2023
Q1 		$13K Buy
+280
New +$12.4K 0.02% 286

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pin Oak Investment Advisors's VGT Position: Q2 2023 in Review

Pin Oak Investment Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2023, closing a stake of 280 shares — an estimated $13K sold.

Pin Oak Investment Advisors first reported a position in VGT in Q1 2023 and held it in 1 quarter. The position peaked at $13K in Q1 2023. 1,268 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

  • Pin Oak Investment Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 280 Vanguard Information Technology ETF shares in Q2 2023, an estimated $13K.
  • Pin Oak Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 1 quarter.
  • Pin Oak Investment Advisors's Vanguard Information Technology ETF position peaked at $13K in Q1 2023.
  • 1,268 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.