PFG
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Prosperity Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Prosperity Financial Group’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
-15,864
Closed -$764K – 136
2023
Q1 		$764K Buy
+15,864
New +$701K 0.77% 38

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

Prosperity Financial Group's VGT Position: Q2 2023 in Review

Prosperity Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q2 2023, closing a stake of 15,864 shares — an estimated $764K sold.

Prosperity Financial Group first reported a position in VGT in Q1 2023 and held it in 1 quarter. The position peaked at $764K in Q1 2023. 1,269 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

  • Prosperity Financial Group reported no remaining Vanguard Information Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 15,864 Vanguard Information Technology ETF shares in Q2 2023, an estimated $764K.
  • Prosperity Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 1 quarter.
  • Prosperity Financial Group's Vanguard Information Technology ETF position peaked at $764K in Q1 2023.
  • 1,269 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on Prosperity Financial Group's 13F filing for Q2 2023, filed 12 Sep 2023.