TFO
VGT icon

Tarbox Family Office’s Vanguard Information Technology ETF VGT Stock Holding History

Tarbox Family Office’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
Q1 		– Sell
-56
Closed -$3K – 1146
2021
Q4 		$3K Sell
56
-1,208
-96% -$66.3K ﹤0.01% 821
2021
Q3 		$63K Hold
1,264
– – 0.01% 216
2021
Q2 		$63K Buy
+1,264
New +$59.6K 0.01% 215

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UBS Group
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LPL Financial
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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tarbox Family Office's VGT Position: Q1 2022 in Review

Tarbox Family Office sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 56 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in VGT in Q2 2021 and held it in 3 quarters. The position peaked at $63K in Q3 2021. 1,187 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

  • Tarbox Family Office reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Tarbox Family Office sold 56 Vanguard Information Technology ETF shares in Q1 2022, an estimated $3K.
  • Tarbox Family Office first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 3 quarters.
  • Tarbox Family Office's Vanguard Information Technology ETF position peaked at $63K in Q3 2021.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.