20/20 Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

20/20 Capital 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
2021 Q2	$1.77M	Sell	35,464 -1,160	-3%	-$54.7K	0.46%	47
2021 Q1	$1.64M	Sell	36,624 -1,136	-3%	-$51.1K	0.48%	51
2020 Q4	$1.73M	Sell	37,760 -1,936	-5%	-$79.6K	0.51%	46
2020 Q3	$1.54M	Sell	39,696 -1,544	-4%	-$58.1K	0.58%	33
2020 Q2	$1.56M	Sell	41,240 -1,360	-3%	-$42.4K	0.6%	32
2020 Q1	$1.32M	Sell	42,600 -13,152	-24%	-$399K	0.59%	33
2019 Q4	$1.86M	Buy	+55,752	New	+$1.6M	0.75%	28

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

20/20 Capital Management's VGT Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Information Technology ETF (VGT) stake by 3.2% in Q2 2021, selling an estimated $54.7K and leaving 35,464 shares worth $1.77M. The position accounts for 0.46% of the portfolio, ranked #47.

20/20 Capital Management first reported a position in VGT in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2019. 1,022 funds tracked by Wall St. Rank hold VGT as of Q2 2021.

20/20 Capital Management held 35,464 shares of Vanguard Information Technology ETF worth $1.77M as of Q2 2021.
20/20 Capital Management sold 1,160 Vanguard Information Technology ETF shares in Q2 2021, an estimated $54.7K.
Vanguard Information Technology ETF made up 0.46% of 20/20 Capital Management's portfolio in Q2 2021, its #47 holding.
20/20 Capital Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Information Technology ETF position peaked at $1.86M in Q4 2019.
1,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.