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

Royal Capital Wealth 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	-7,160	Closed	-$275K	–	102
2022 Q3	$275K	Sell	7,160 -800	-10%	-$35.2K	0.32%	68
2022 Q2	$325K	Buy	7,960 +8	+0.1%	+$360	0.35%	64
2022 Q1	$414K	Buy	7,952 +16	+0.2%	+$821	0.41%	60
2021 Q4	$455K	Buy	+7,936	New	+$436K	0.44%	56

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

Royal Capital Wealth Management's VGT Position: Q4 2022 in Review

Royal Capital Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 7,160 shares — an estimated $275K sold.

Royal Capital Wealth Management first reported a position in VGT in Q4 2021 and held it in 4 quarters. The position peaked at $455K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Royal Capital Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Royal Capital Wealth Management sold 7,160 Vanguard Information Technology ETF shares in Q4 2022, an estimated $275K.
Royal Capital Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 4 quarters.
Royal Capital Wealth Management's Vanguard Information Technology ETF position peaked at $455K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Royal Capital Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.