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

TPB 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
2022 Q2	–	Sell	-4,656	Closed	-$242K	–	52
2022 Q1	$242K	Sell	4,656 -2,504	-35%	-$128K	0.09%	42
2021 Q4	$410K	Buy	+7,160	New	+$393K	0.2%	36

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

VMPIC

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TPB Wealth Advisors's VGT Position: Q2 2022 in Review

TPB Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 4,656 shares — an estimated $242K sold.

TPB Wealth Advisors first reported a position in VGT in Q4 2021 and held it in 2 quarters. The position peaked at $410K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

TPB Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
TPB Wealth Advisors sold 4,656 Vanguard Information Technology ETF shares in Q2 2022, an estimated $242K.
TPB Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 2 quarters.
TPB Wealth Advisors's Vanguard Information Technology ETF position peaked at $410K in Q4 2021.
1,093 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on TPB Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.