Sonora Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Sonora 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
2021 Q3	$14K	Hold	288	–	–	﹤0.01%	723
2021 Q2	$14K	Hold	288	–	–	﹤0.01%	659
2021 Q1	$13K	Hold	288	–	–	﹤0.01%	1145
2020 Q4	$13K	Hold	288	–	–	﹤0.01%	1084
2020 Q3	$11K	Buy	+288	New	+$10.8K	﹤0.01%	1151
2020 Q1	–	Sell	-744	Closed	-$23K	–	1748
2019 Q4	$23K	Buy	744 +384	+107%	+$11K	﹤0.01%	822
2019 Q3	$10K	Hold	360	–	–	﹤0.01%	1215
2019 Q2	$10K	Sell	360 -2,864	-89%	-$73.9K	﹤0.01%	1182
2019 Q1	$81K	Buy	+3,224	New	+$74.9K	0.01%	370

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Sonora Investment Management's VGT Position: Q3 2021 in Review

Sonora Investment Management held its Vanguard Information Technology ETF (VGT) position steady in Q3 2021 at 288 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Sonora Investment Management first reported a position in VGT in Q1 2019 and has held it in 9 quarters since. The position peaked at $81K in Q1 2019. 1,049 funds tracked by Wall St. Rank hold VGT as of Q3 2021.

Sonora Investment Management held 288 shares of Vanguard Information Technology ETF worth $14K as of Q3 2021.
Sonora Investment Management left its Vanguard Information Technology ETF share count unchanged in Q3 2021.
Vanguard Information Technology ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #723 holding.
Sonora Investment Management first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 9 quarters since.
Sonora Investment Management's Vanguard Information Technology ETF position peaked at $81K in Q1 2019.
1,049 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.