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 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

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. 1,143 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.
1,143 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.