Wilbanks Smith & Thomas Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024 Q1	$231K	Hold	3,528	–	–	0.01%	487
2023 Q4	$213K	Buy	+3,528	New	+$197K	0.01%	494
2022 Q3	–	Sell	-5,856	Closed	-$239K	–	497
2022 Q2	$239K	Buy	5,856 +1,440	+33%	+$64.9K	0.01%	422
2022 Q1	$206K	Hold	4,416	–	–	0.01%	478
2021 Q4	$253K	Hold	4,416	–	–	0.01%	451
2021 Q3	$222K	Hold	4,416	–	–	0.01%	462
2021 Q2	$220K	Buy	+4,416	New	+$208K	0.01%	460
2018 Q4	–	Sell	-1,328	Closed	-$34K	–	1266
2018 Q3	$34K	Buy	+1,328	New	+$32.3K	﹤0.01%	769

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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VGT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2024 at 3,528 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #487.

Wilbanks Smith & Thomas Asset Management first reported a position in VGT in Q3 2018 and has held it in 8 quarters since. The position peaked at $253K in Q4 2021. 1,459 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,528 shares of Vanguard Information Technology ETF worth $231K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Vanguard Information Technology ETF share count unchanged in Q1 2024.
Vanguard Information Technology ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #487 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 8 quarters since.
Wilbanks Smith & Thomas Asset Management's Vanguard Information Technology ETF position peaked at $253K in Q4 2021.
1,459 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.