US Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

US Financial 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	-6,000	Closed	-$289K	–	72
2023 Q1	$289K	Hold	6,000	–	–	0.13%	60
2022 Q4	$240K	Hold	6,000	–	–	0.12%	62
2022 Q3	$231K	Sell	6,000 -640	-10%	-$28.1K	0.13%	55
2022 Q2	$271K	Sell	6,640 -400	-6%	-$18K	0.15%	45
2022 Q1	$367K	Hold	7,040	–	–	0.18%	45
2021 Q4	$403K	Hold	7,040	–	–	0.18%	41
2021 Q3	$353K	Hold	7,040	–	–	0.17%	40
2021 Q2	$351K	Sell	7,040 -9,880	-58%	-$466K	0.17%	40
2021 Q1	$758K	Buy	16,920 +1,024	+6%	+$46.1K	0.21%	63
2020 Q4	$703K	Buy	+15,896	New	+$654K	0.21%	57
2016 Q2	$2.42M	Hold	176,632	–	–	4.86%	7
2016 Q1	$2.42M	Buy	176,632 +170,536	+2,798%	+$2.17M	4.21%	7
2015 Q4	$83K	Hold	6,096	–	–	0.08%	103
2015 Q3	$76K	Buy	6,096 +240	+4%	+$3.15K	0.13%	82
2015 Q2	$78K	Hold	5,856	–	–	0.07%	82
2015 Q1	$78K	Buy	5,856 +400	+7%	+$5.28K	0.07%	81
2014 Q4	$71K	Buy	+5,456	New	+$69.6K	0.06%	87

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

US Financial Advisors's VGT Position: Q2 2023 in Review

US Financial Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2023, closing a stake of 6,000 shares — an estimated $289K sold.

US Financial Advisors first reported a position in VGT in Q4 2014 and held it in 17 quarters. The position peaked at $2.42M in Q2 2016. 1,269 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

US Financial Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2023 after selling out during the quarter.
US Financial Advisors sold 6,000 Vanguard Information Technology ETF shares in Q2 2023, an estimated $289K.
US Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2014 and held it in 17 quarters.
US Financial Advisors's Vanguard Information Technology ETF position peaked at $2.42M in Q2 2016.
1,269 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on US Financial Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.