Sutton Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Sutton Wealth Advisors’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	$82.9K	Hold	1,600	–	–	0.04%	185
2023 Q2	$88.3K	Buy	1,600 +992	+163%	+$49.8K	0.04%	179
2023 Q1	$29.2K	Hold	608	–	–	0.02%	260
2022 Q4	$24.1K	Sell	608 -4,320	-88%	-$176K	0.01%	622
2022 Q3	$189K	Buy	4,928 +4,328	+721%	+$190K	0.08%	171
2022 Q2	$24.5K	Hold	600	–	–	0.01%	597
2022 Q1	$31.2K	Hold	600	–	–	0.01%	560
2021 Q4	$34.3K	Hold	600	–	–	0.01%	530
2021 Q3	$29.9K	Buy	+600	New	+$31.1K	0.01%	561
2018 Q4	–	Sell	-200	Closed	-$5.06K	–	1190
2018 Q3	$5.06K	Hold	200	–	–	﹤0.01%	897
2018 Q2	$4.54K	Hold	200	–	–	﹤0.01%	931
2018 Q1	$4.28K	Buy	+200	New	+$4.37K	﹤0.01%	937

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

Sutton Wealth Advisors's VGT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2023 at 1,600 shares worth $82.9K. The position accounts for 0.04% of the portfolio, ranked #185.

Sutton Wealth Advisors first reported a position in VGT in Q1 2018 and has held it in 12 quarters since. The position peaked at $189K in Q3 2022. 1,248 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

Sutton Wealth Advisors held 1,600 shares of Vanguard Information Technology ETF worth $82.9K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2023.
Vanguard Information Technology ETF made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #185 holding.
Sutton Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 12 quarters since.
Sutton Wealth Advisors's Vanguard Information Technology ETF position peaked at $189K in Q3 2022.
1,248 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.