TRUADVICE’s Vanguard Information Technology ETF VGT Stock Holding History

TRUADVICE’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	–	Sell	-5,200	Closed	-$277K	–	293
2023 Q2	$277K	Buy	5,200 +72	+1%	+$3.62K	0.1%	197
2023 Q1	$246K	Buy	+5,128	New	+$227K	0.1%	208

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

TRUADVICE's VGT Position: Q3 2023 in Review

TRUADVICE sold out of Vanguard Information Technology ETF (VGT) in Q3 2023, closing a stake of 5,200 shares — an estimated $277K sold.

TRUADVICE first reported a position in VGT in Q1 2023 and held it in 2 quarters. The position peaked at $277K in Q2 2023. 1,247 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

TRUADVICE reported no remaining Vanguard Information Technology ETF position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 5,200 Vanguard Information Technology ETF shares in Q3 2023, an estimated $277K.
TRUADVICE first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 2 quarters.
TRUADVICE's Vanguard Information Technology ETF position peaked at $277K in Q2 2023.
1,247 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.