Advantage Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Advantage Investment 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
2019 Q1	–	Sell	-456	Closed	-$10K	–	1009
2018 Q4	$10K	Buy	+456	New	+$10.3K	0.01%	658
2018 Q3	–	Sell	-112	Closed	-$3K	–	1083
2018 Q2	$3K	Sell	112 -272	-71%	-$6.11K	﹤0.01%	841
2018 Q1	$8K	Sell	384 -448	-54%	-$9.78K	﹤0.01%	724
2017 Q4	$17K	Buy	832 +592	+247%	+$12K	0.01%	607
2017 Q3	$5K	Sell	240 -1,568	-87%	-$29K	﹤0.01%	824
2017 Q2	$32K	Buy	1,808 +1,696	+1,514%	+$29.9K	0.01%	482
2017 Q1	$2K	Hold	112	–	–	﹤0.01%	915
2016 Q4	$2K	Sell	112 -1,840	-94%	-$27.7K	﹤0.01%	869
2016 Q3	$29K	Buy	1,952 +1,840	+1,643%	+$26.7K	0.01%	440
2016 Q2	$2K	Buy	+112	New	+$1.5K	﹤0.01%	800
2015 Q2	–	Sell	-264	Closed	-$4K	–	919
2015 Q1	$4K	Hold	264	–	–	﹤0.01%	720
2014 Q4	$3K	Buy	+264	New	+$3.37K	﹤0.01%	680

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

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

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

Advantage Investment Management's VGT Position: Q1 2019 in Review

Advantage Investment Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2019, closing a stake of 456 shares — an estimated $10K sold.

Advantage Investment Management first reported a position in VGT in Q4 2014 and held it in 12 quarters. The position peaked at $32K in Q2 2017. 608 funds tracked by Wall St. Rank hold VGT as of Q1 2019.

Advantage Investment Management reported no remaining Vanguard Information Technology ETF position as of Q1 2019 after selling out during the quarter.
Advantage Investment Management sold 456 Vanguard Information Technology ETF shares in Q1 2019, an estimated $10K.
Advantage Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2014 and held it in 12 quarters.
Advantage Investment Management's Vanguard Information Technology ETF position peaked at $32K in Q2 2017.
608 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.