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WealthSpring Partners’s Vanguard Information Technology ETF VGT Stock Holding History

WealthSpring Partners’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
-15,248
Closed -$735K – 80
2023
Q1 		$735K Buy
15,248
+336
+2% +$14.9K 0.57% 29
2022
Q4 		$595K Buy
14,912
+1,296
+10% +$52.9K 0.46% 36
2022
Q3 		$523K Buy
+13,616
New +$599K 0.46% 36

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthSpring Partners's VGT Position: Q2 2023 in Review

WealthSpring Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2023, closing a stake of 15,248 shares — an estimated $735K sold.

WealthSpring Partners first reported a position in VGT in Q3 2022 and held it in 3 quarters. The position peaked at $735K in Q1 2023. 1,268 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

  • WealthSpring Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2023 after selling out during the quarter.
  • WealthSpring Partners sold 15,248 Vanguard Information Technology ETF shares in Q2 2023, an estimated $735K.
  • WealthSpring Partners first reported a position in Vanguard Information Technology ETF in Q3 2022 and held it in 3 quarters.
  • WealthSpring Partners's Vanguard Information Technology ETF position peaked at $735K in Q1 2023.
  • 1,268 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on WealthSpring Partners's 13F filing for Q2 2023, filed 3 Aug 2023.