Spectrum Planning & Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Spectrum Planning & Advisory Services’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 Q2	–	Sell	-5,552	Closed	-$289K	–	47
2022 Q1	$289K	Hold	5,552	–	–	0.26%	35
2021 Q4	$318K	Hold	5,552	–	–	0.29%	38
2021 Q3	$278K	Hold	5,552	–	–	0.27%	38
2021 Q2	$277K	Hold	5,552	–	–	0.27%	38
2021 Q1	$249K	Hold	5,552	–	–	0.26%	41
2020 Q4	$246K	Buy	+5,552	New	+$228K	0.26%	37

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

VMPIC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spectrum Planning & Advisory Services's VGT Position: Q2 2022 in Review

Spectrum Planning & Advisory Services sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 5,552 shares — an estimated $289K sold.

Spectrum Planning & Advisory Services first reported a position in VGT in Q4 2020 and held it in 6 quarters. The position peaked at $318K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

Spectrum Planning & Advisory Services reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 5,552 Vanguard Information Technology ETF shares in Q2 2022, an estimated $289K.
Spectrum Planning & Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 6 quarters.
Spectrum Planning & Advisory Services's Vanguard Information Technology ETF position peaked at $318K in Q4 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2022, filed 15 Jul 2022.