Wagner Wealth Management (South Carolina)’s Vanguard Information Technology ETF VGT Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-512	Closed	-$20K	–	677
2022 Q3	$20K	Hold	512	–	–	0.01%	317
2022 Q2	$21K	Sell	512 -3,616	-88%	-$163K	0.02%	321
2022 Q1	$214K	Buy	4,128 +2,064	+100%	+$106K	0.15%	121
2021 Q4	$118K	Hold	2,064	–	–	0.09%	168
2021 Q3	$112K	Sell	2,064 -1,440	-41%	-$74.6K	0.09%	163
2021 Q2	$175K	Buy	3,504 +1,440	+70%	+$67.9K	0.13%	138
2021 Q1	$92K	Hold	2,064	–	–	0.07%	178
2020 Q4	$91K	Buy	+2,064	New	+$84.9K	0.09%	122
2018 Q3	$962K	Buy	38,008 +1,672	+5%	+$40.7K	0.64%	39
2018 Q2	$824K	Buy	36,336 +680	+2%	+$15.3K	0.59%	40
2018 Q1	$762K	Buy	35,656 +4,720	+15%	+$103K	0.58%	43
2017 Q4	$667K	Buy	+30,936	New	+$627K	0.5%	50

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VGT Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Information Technology ETF (VGT) in Q4 2022, closing a stake of 512 shares — an estimated $20K sold.

Wagner Wealth Management (South Carolina) first reported a position in VGT in Q4 2017 and held it in 12 quarters. The position peaked at $962K in Q3 2018. 1,144 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard Information Technology ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 512 Vanguard Information Technology ETF shares in Q4 2022, an estimated $20K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 12 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard Information Technology ETF position peaked at $962K in Q3 2018.
1,144 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.