Poehling Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Poehling Capital 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 Q4	–	Sell	-8,000	Closed	-$307K	–	124
2022 Q3	$307K	Hold	8,000	–	–	0.13%	82
2022 Q2	$327K	Hold	8,000	–	–	0.12%	88
2022 Q1	$416K	Hold	8,000	–	–	0.13%	103
2021 Q4	$458K	Hold	8,000	–	–	0.15%	94
2021 Q3	$401K	Hold	8,000	–	–	0.14%	92
2021 Q2	$399K	Hold	8,000	–	–	0.13%	105
2021 Q1	$358K	Hold	8,000	–	–	0.13%	111
2020 Q4	$354K	Hold	8,000	–	–	0.14%	98
2020 Q3	$311K	Hold	8,000	–	–	0.16%	91
2020 Q2	$279K	Hold	8,000	–	–	0.15%	92
2020 Q1	$212K	Buy	+8,000	New	+$242K	0.16%	86
2018 Q4	–	Sell	-8,000	Closed	-$203K	–	105
2018 Q3	$203K	Buy	+8,000	New	+$195K	0.14%	101

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Poehling Capital Management's VGT Position: Q4 2022 in Review

Poehling Capital Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 8,000 shares — an estimated $307K sold.

Poehling Capital Management first reported a position in VGT in Q3 2018 and held it in 12 quarters. The position peaked at $458K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Poehling Capital Management reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Poehling Capital Management sold 8,000 Vanguard Information Technology ETF shares in Q4 2022, an estimated $307K.
Poehling Capital Management first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 12 quarters.
Poehling Capital Management's Vanguard Information Technology ETF position peaked at $458K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Poehling Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.