Telemus Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Telemus Capital’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 Q1	–	Sell	-5,400	Closed	-$216K	–	338
2022 Q4	$216K	Buy	+5,400	New	+$220K	0.02%	313
2022 Q3	–	Sell	-17,784	Closed	-$726K	–	342
2022 Q2	$726K	Buy	+17,784	New	+$801K	0.07%	204
2021 Q3	–	Sell	-30,776	Closed	-$1.53M	–	376
2021 Q2	$1.53M	Hold	30,776	–	–	0.11%	143
2021 Q1	$1.43M	Buy	30,776 +320	+1%	+$14.4K	0.1%	164
2020 Q4	$1.35M	Sell	30,456 -136	-0.4%	-$5.59K	0.1%	151
2020 Q3	$1.25M	Buy	30,592 +2,568	+9%	+$96.7K	0.09%	177
2020 Q2	$1.01M	Buy	28,024 +15,768	+129%	+$492K	0.08%	180
2020 Q1	$400K	Buy	+12,256	New	+$371K	0.03%	277

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Telemus Capital's VGT Position: Q1 2023 in Review

Telemus Capital sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 5,400 shares — an estimated $216K sold.

Telemus Capital first reported a position in VGT in Q1 2020 and held it in 8 quarters. The position peaked at $1.53M in Q2 2021. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Telemus Capital reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Telemus Capital sold 5,400 Vanguard Information Technology ETF shares in Q1 2023, an estimated $216K.
Telemus Capital first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 8 quarters.
Telemus Capital's Vanguard Information Technology ETF position peaked at $1.53M in Q2 2021.
1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Telemus Capital's 13F filing for Q1 2023, filed 11 Apr 2023.