SEC 13F Intelligence

Truvvo Partners LLC / VGT

Truvvo Partners LLC’s Vanguard World Fd Position

Does Truvvo Partners LLC own Vanguard World Fd (VGT)? Not currently — the last reported position was 500 shares worth $208,000 in Q1 2022; the fund’s latest 13F (Q3 2022) no longer reports it.

Position Value
$208,000
Q1 2022
Shares
500
% of Portfolio
+3.27%
Quarters Held
2
position exited

Position History VGT

Reported value by quarter
Q4 ’21: $229,000Q4 ’21Q1 ’22: $208,000Q1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022500$208,000+3.27%
Q4 2021500$229,000+2.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truvvo Partners LLC’s full portfolio or all institutional holders of VGT.