Valley Forge Investment Consultants’s Vanguard Information Technology ETF VGT Stock Holding History

Valley Forge Investment Consultants’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 Q1	–	Sell	-3,776	Closed	-$216K	–	88
2021 Q4	$216K	Buy	+3,776	New	+$207K	0.1%	67
2021 Q2	–	Sell	-16,632	Closed	-$745K	–	79
2021 Q1	$745K	Buy	16,632 +3,432	+26%	+$154K	0.51%	31
2020 Q4	$584K	Buy	+13,200	New	+$543K	0.51%	34

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Valley Forge Investment Consultants's VGT Position: Q1 2022 in Review

Valley Forge Investment Consultants sold out of Vanguard Information Technology ETF (VGT) in Q1 2022, closing a stake of 3,776 shares — an estimated $216K sold.

Valley Forge Investment Consultants first reported a position in VGT in Q4 2020 and held it in 3 quarters. The position peaked at $745K in Q1 2021. 1,188 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Valley Forge Investment Consultants reported no remaining Vanguard Information Technology ETF position as of Q1 2022 after selling out during the quarter.
Valley Forge Investment Consultants sold 3,776 Vanguard Information Technology ETF shares in Q1 2022, an estimated $216K.
Valley Forge Investment Consultants first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 3 quarters.
Valley Forge Investment Consultants's Vanguard Information Technology ETF position peaked at $745K in Q1 2021.
1,188 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2022, filed 6 May 2022.