Stockman Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Stockman Wealth 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
2023 Q4	–	Sell	-5,456	Closed	-$283K	–	184
2023 Q3	$283K	Buy	5,456 +272	+5%	+$14.8K	0.06%	141
2023 Q2	$287K	Hold	5,184	–	–	0.06%	144
2023 Q1	$250K	Hold	5,184	–	–	0.06%	175
2022 Q4	$207K	Buy	+5,184	New	+$212K	0.05%	183
2022 Q2	–	Sell	-4,808	Closed	-$250K	–	196
2022 Q1	$250K	Hold	4,808	–	–	0.05%	170
2021 Q4	$275K	Hold	4,808	–	–	0.06%	171
2021 Q3	$241K	Hold	4,808	–	–	0.05%	178
2021 Q2	$240K	Hold	4,808	–	–	0.06%	173
2021 Q1	$215K	Hold	4,808	–	–	0.06%	172
2020 Q4	$213K	Buy	+4,808	New	+$198K	0.07%	171

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Stockman Wealth Management's VGT Position: Q4 2023 in Review

Stockman Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2023, closing a stake of 5,456 shares — an estimated $283K sold.

Stockman Wealth Management first reported a position in VGT in Q4 2020 and held it in 10 quarters. The position peaked at $287K in Q2 2023. 1,396 funds tracked by Wall St. Rank hold VGT as of Q4 2023.

Stockman Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2023 after selling out during the quarter.
Stockman Wealth Management sold 5,456 Vanguard Information Technology ETF shares in Q4 2023, an estimated $283K.
Stockman Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 10 quarters.
Stockman Wealth Management's Vanguard Information Technology ETF position peaked at $287K in Q2 2023.
1,396 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2023.

Based on Stockman Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.