Sterling Investment Advisors (Pennsylvania)’s Vanguard Information Technology ETF VGT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-1,080	Closed	-$44K	–	504
2022 Q2	$44K	Hold	1,080	–	–	0.02%	237
2022 Q1	$56K	Buy	1,080 +544	+101%	+$27.9K	0.02%	240
2021 Q4	$31K	Hold	536	–	–	0.01%	312
2021 Q3	$27K	Hold	536	–	–	0.01%	329
2021 Q2	$27K	Buy	+536	New	+$25.3K	0.01%	322
2020 Q3	–	Sell	-1,248	Closed	-$43K	–	463
2020 Q2	$43K	Hold	1,248	–	–	0.02%	226
2020 Q1	$33K	Hold	1,248	–	–	0.02%	223
2019 Q4	$38K	Hold	1,248	–	–	0.02%	235
2019 Q3	$34K	Hold	1,248	–	–	0.02%	248
2019 Q2	$33K	Buy	+1,248	New	+$32.2K	0.02%	251

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

Sterling Investment Advisors (Pennsylvania)'s VGT Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Information Technology ETF (VGT) in Q3 2022, closing a stake of 1,080 shares — an estimated $44K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VGT in Q2 2019 and held it in 10 quarters. The position peaked at $56K in Q1 2022. 1,069 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Information Technology ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,080 Vanguard Information Technology ETF shares in Q3 2022, an estimated $44K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Information Technology ETF in Q2 2019 and held it in 10 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard Information Technology ETF position peaked at $56K in Q1 2022.
1,069 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.