YorkBridge Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

YorkBridge Wealth 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
2022 Q4	$368K	Sell	9,216 -1,160	-11%	-$47.3K	0.09%	153
2022 Q3	$399K	Buy	10,376 +344	+3%	+$15.1K	0.1%	141
2022 Q2	$409K	Hold	10,032	–	–	0.11%	147
2022 Q1	$522K	Sell	10,032 -120	-1%	-$6.16K	0.11%	134
2021 Q4	$581K	Hold	10,152	–	–	0.13%	125
2021 Q3	$509K	Buy	10,152 +320	+3%	+$16.6K	0.13%	125
2021 Q2	$490K	Buy	9,832 +120	+1%	+$5.66K	0.13%	127
2021 Q1	$435K	Hold	9,712	–	–	0.13%	132
2020 Q4	$430K	Sell	9,712 -1,200	-11%	-$49.4K	0.14%	117
2020 Q3	$425K	Sell	10,912 -728	-6%	-$27.4K	0.18%	102
2020 Q2	$406K	Hold	11,640	–	–	0.19%	102
2020 Q1	$308K	Sell	11,640 -360	-3%	-$10.9K	0.19%	115
2019 Q4	$367K	Hold	12,000	–	–	0.17%	128
2019 Q3	$323K	Sell	12,000 -200	-2%	-$5.38K	0.16%	127
2019 Q2	$322K	Hold	12,200	–	–	0.14%	130
2019 Q1	$306K	Sell	12,200 -1,208	-9%	-$28.1K	0.14%	132
2018 Q4	$280K	Sell	13,408 -800	-6%	-$18.1K	0.15%	132
2018 Q3	$360K	Hold	14,208	–	–	0.16%	123
2018 Q2	$322K	Hold	14,208	–	–	0.14%	138
2018 Q1	$309K	Hold	14,208	–	–	0.14%	141
2017 Q4	$294K	Hold	14,208	–	–	0.14%	141
2017 Q3	$270K	Buy	14,208 +2,928	+26%	+$54.2K	0.14%	142
2017 Q2	$197K	Hold	11,280	–	–	0.1%	175
2017 Q1	$198K	Hold	11,280	–	–	0.1%	169
2016 Q4	$171K	Buy	+11,280	New	+$170K	0.1%	171

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

YorkBridge Wealth Partners's VGT Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q4 2022, selling an estimated $47.3K and leaving 9,216 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #153.

YorkBridge Wealth Partners first reported a position in VGT in Q4 2016 and has held it in 25 quarters since. The position peaked at $581K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold VGT as of Q4 2022.

YorkBridge Wealth Partners held 9,216 shares of Vanguard Information Technology ETF worth $368K as of Q4 2022.
YorkBridge Wealth Partners sold 1,160 Vanguard Information Technology ETF shares in Q4 2022, an estimated $47.3K.
Vanguard Information Technology ETF made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #153 holding.
YorkBridge Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's Vanguard Information Technology ETF position peaked at $581K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.