Wealthgate Family Office’s Vanguard Information Technology ETF VGT Stock Holding History

Wealthgate Family Office’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 Q1	–	Sell	-42,936	Closed	-$1.71M	–	21
2022 Q4	$1.71M	Buy	+42,936	New	+$1.75M	4.66%	5
2021 Q4	–	Sell	-2,840	Closed	-$143K	–	59
2021 Q3	$143K	Buy	+2,840	New	+$147K	0.22%	32

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VMPIC

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

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

Wealthgate Family Office's VGT Position: Q1 2023 in Review

Wealthgate Family Office sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 42,936 shares — an estimated $1.71M sold.

Wealthgate Family Office first reported a position in VGT in Q3 2021 and held it in 2 quarters. The position peaked at $1.71M in Q4 2022. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Wealthgate Family Office reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Wealthgate Family Office sold 42,936 Vanguard Information Technology ETF shares in Q1 2023, an estimated $1.71M.
Wealthgate Family Office first reported a position in Vanguard Information Technology ETF in Q3 2021 and held it in 2 quarters.
Wealthgate Family Office's Vanguard Information Technology ETF position peaked at $1.71M in Q4 2022.
1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Wealthgate Family Office's 13F filing for Q1 2023, filed 12 May 2023.