Steward Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Steward Financial Group’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
2023 Q3	$232K	Buy	4,488 +1,464	+48%	+$79.6K	0.07%	67
2023 Q2	$167K	Hold	3,024	–	–	0.05%	71
2023 Q1	$145K	Hold	3,024	–	–	0.05%	55
2022 Q4	$120K	Buy	+3,024	New	+$123K	0.06%	51
2022 Q3	–	Sell	-1,656	Closed	-$67K	–	1272
2022 Q2	$67K	Hold	1,656	–	–	0.06%	67
2022 Q1	$86K	Hold	1,656	–	–	0.08%	54
2021 Q4	$94K	Buy	+1,656	New	+$90.9K	0.09%	46

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Financial Group's VGT Position: Q3 2023 in Review

Steward Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 48% in Q3 2023, buying an estimated $79.6K and bringing the position to 4,488 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #67.

Steward Financial Group first reported a position in VGT in Q4 2021 and has held it in 7 quarters since. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

Steward Financial Group held 4,488 shares of Vanguard Information Technology ETF worth $232K as of Q3 2023.
Steward Financial Group bought 1,464 Vanguard Information Technology ETF shares in Q3 2023, an estimated $79.6K.
Vanguard Information Technology ETF made up 0.07% of Steward Financial Group's portfolio in Q3 2023, its #67 holding.
Steward Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 7 quarters since.
1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.