Spearhead Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Spearhead Capital Advisors’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 Q3	–	Sell	-21,504	Closed	-$878K	–	168
2022 Q2	$878K	Sell	21,504 -480	-2%	-$21.6K	0.13%	70
2022 Q1	$1.15M	Sell	21,984 -5,104	-19%	-$262K	0.14%	70
2021 Q4	$1.55M	Buy	27,088 +1,792	+7%	+$98.4K	0.19%	65
2021 Q3	$1.27M	Sell	25,296 -720	-3%	-$37.3K	0.17%	60
2021 Q2	$1.3M	Sell	26,016 -1,328	-5%	-$62.6K	0.18%	61
2021 Q1	$1.23M	Buy	27,344 +656	+2%	+$29.5K	0.18%	60
2020 Q4	$1.18M	Buy	26,688 +8,248	+45%	+$339K	0.19%	61
2020 Q3	$718K	Sell	18,440 -2,896	-14%	-$109K	0.14%	66
2020 Q2	$743K	Sell	21,336 -7,480	-26%	-$233K	0.16%	61
2020 Q1	$763K	Sell	28,816 -5,808	-17%	-$176K	0.22%	66
2019 Q4	$1.06M	Buy	34,624 +584	+2%	+$16.7K	0.26%	63
2019 Q3	$917K	Sell	34,040 -608	-2%	-$16.4K	0.26%	60
2019 Q2	$913K	Buy	34,648 +1,120	+3%	+$28.9K	0.27%	60
2019 Q1	$841K	Buy	+33,528	New	+$779K	0.25%	60
2018 Q4	–	Sell	-21,480	Closed	-$523K	–	63
2018 Q3	$523K	Sell	21,480 -9,080	-30%	-$221K	0.18%	61
2018 Q2	$693K	Buy	30,560 +9,600	+46%	+$216K	0.25%	57
2018 Q1	$448K	Buy	+20,960	New	+$458K	0.17%	59

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spearhead Capital Advisors's VGT Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2022, closing a stake of 21,504 shares — an estimated $878K sold.

Spearhead Capital Advisors first reported a position in VGT in Q1 2018 and held it in 17 quarters. The position peaked at $1.55M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 21,504 Vanguard Information Technology ETF shares in Q3 2022, an estimated $878K.
Spearhead Capital Advisors first reported a position in Vanguard Information Technology ETF in Q1 2018 and held it in 17 quarters.
Spearhead Capital Advisors's Vanguard Information Technology ETF position peaked at $1.55M in Q4 2021.
1,069 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.