Surevest’s Vanguard Information Technology ETF VGT Stock Holding History

Surevest’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	$123K	Buy	3,200 +256	+9%	+$11.3K	0.03%	153
2022 Q2	$120K	Sell	2,944 -8	-0.3%	-$360	0.03%	158
2022 Q1	$154K	Sell	2,952 -8	-0.3%	-$411	0.04%	142
2021 Q4	$170K	Buy	+2,960	New	+$163K	0.04%	128
2021 Q1	–	Sell	-4,712	Closed	-$208K	–	95
2020 Q4	$208K	Buy	+4,712	New	+$194K	0.07%	87
2020 Q1	–	Sell	-8,168	Closed	-$250K	–	143
2019 Q4	$250K	Buy	8,168 +16	+0.2%	+$458	0.11%	131
2019 Q3	$220K	Sell	8,152 -608	-7%	-$16.4K	0.11%	124
2019 Q2	$231K	Sell	8,760 -5,752	-40%	-$148K	0.12%	125
2019 Q1	$364K	Sell	14,512 -1,520	-9%	-$35.3K	0.22%	99
2018 Q4	$334K	Buy	+16,032	New	+$363K	0.26%	73

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

Surevest's VGT Position: Q3 2022 in Review

Surevest increased its Vanguard Information Technology ETF (VGT) stake by 8.7% in Q3 2022, buying an estimated $11.3K and bringing the position to 3,200 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #153.

Surevest first reported a position in VGT in Q4 2018 and has held it in 10 quarters since. The position peaked at $364K in Q1 2019. 1,068 funds tracked by Wall St. Rank hold VGT as of Q3 2022.

Surevest held 3,200 shares of Vanguard Information Technology ETF worth $123K as of Q3 2022.
Surevest bought 256 Vanguard Information Technology ETF shares in Q3 2022, an estimated $11.3K.
Vanguard Information Technology ETF made up 0.03% of Surevest's portfolio in Q3 2022, its #153 holding.
Surevest first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 10 quarters since.
Surevest's Vanguard Information Technology ETF position peaked at $364K in Q1 2019.
1,068 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.