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PYA Waltman Capital’s Vanguard Information Technology ETF VGT Stock Holding History

PYA Waltman Capital’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
-272
Closed -$10K – 186
2022
Q3 		$10K Hold
272
– – 0.01% 141
2022
Q2 		$11K Hold
272
– – 0.01% 150
2022
Q1 		$14K Hold
272
– – 0.01% 141
2021
Q4 		$16K Buy
+272
New +$14.9K 0.01% 130

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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 $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PYA Waltman Capital's VGT Position: Q4 2022 in Review

PYA Waltman Capital sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 272 shares — an estimated $10K sold.

PYA Waltman Capital first reported a position in VGT in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 1,146 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

  • PYA Waltman Capital reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 272 Vanguard Information Technology ETF shares in Q4 2022, an estimated $10K.
  • PYA Waltman Capital first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's Vanguard Information Technology ETF position peaked at $16K in Q4 2021.
  • 1,146 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.