PAIM
VGT icon

Punch & Associates Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Punch & Associates Investment 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
2023
Q1 		– Sell
-144
Closed -$5.8K – 242
2022
Q4 		$5.8K Buy
+144
New +$5.88K ﹤0.01% 221

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
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

Punch & Associates Investment Management's VGT Position: Q1 2023 in Review

Punch & Associates Investment Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 144 shares — an estimated $5.8K sold.

Punch & Associates Investment Management first reported a position in VGT in Q4 2022 and held it in 1 quarter. The position peaked at $5.8K in Q4 2022. 1,197 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

  • Punch & Associates Investment Management reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 144 Vanguard Information Technology ETF shares in Q1 2023, an estimated $5.8K.
  • Punch & Associates Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 1 quarter.
  • Punch & Associates Investment Management's Vanguard Information Technology ETF position peaked at $5.8K in Q4 2022.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Punch & Associates Investment Management's 13F filing for Q1 2023, filed 15 May 2023.