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

Ten Capital 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 Q2	–	Sell	-848	Closed	-$41K	–	524
2023 Q1	$41K	Hold	848	–	–	0.01%	240
2022 Q4	$33.9K	Hold	848	–	–	0.01%	207
2022 Q3	$33K	Buy	848 +16	+2%	+$704	0.02%	188
2022 Q2	$34K	Buy	+832	New	+$37.5K	0.01%	164
2021 Q3	–	Sell	-3,072	Closed	-$153K	–	507
2021 Q2	$153K	Sell	3,072 -536	-15%	-$25.3K	0.03%	134
2021 Q1	$161K	Sell	3,608 -568	-14%	-$25.5K	0.04%	131
2020 Q4	$185K	Buy	+4,176	New	+$172K	0.05%	128

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

VMPIC

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

Ten Capital Wealth Advisors's VGT Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2023, closing a stake of 848 shares — an estimated $41K sold.

Ten Capital Wealth Advisors first reported a position in VGT in Q4 2020 and held it in 7 quarters. The position peaked at $185K in Q4 2020. 1,268 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 848 Vanguard Information Technology ETF shares in Q2 2023, an estimated $41K.
Ten Capital Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 7 quarters.
Ten Capital Wealth Advisors's Vanguard Information Technology ETF position peaked at $185K in Q4 2020.
1,268 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.