Pinnacle Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Pinnacle Private Wealth’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 Q2	$451K	Buy	11,040 +640	+6%	+$28.8K	0.18%	136
2022 Q1	$541K	Buy	10,400 +1,256	+14%	+$64.5K	0.17%	138
2021 Q4	$524K	Buy	+9,144	New	+$502K	0.16%	143

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Private Wealth's VGT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Vanguard Information Technology ETF (VGT) stake by 6.2% in Q2 2022, buying an estimated $28.8K and bringing the position to 11,040 shares worth $451K. The position accounts for 0.18% of the portfolio, ranked #136.

Pinnacle Private Wealth first reported a position in VGT in Q4 2021 and has held it in 3 quarters since. The position peaked at $541K in Q1 2022. 1,094 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

Pinnacle Private Wealth held 11,040 shares of Vanguard Information Technology ETF worth $451K as of Q2 2022.
Pinnacle Private Wealth bought 640 Vanguard Information Technology ETF shares in Q2 2022, an estimated $28.8K.
Vanguard Information Technology ETF made up 0.18% of Pinnacle Private Wealth's portfolio in Q2 2022, its #136 holding.
Pinnacle Private Wealth first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Vanguard Information Technology ETF position peaked at $541K in Q1 2022.
1,094 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.