AdvicePeriod’s Vanguard Information Technology ETF VGT Stock Holding History

AdvicePeriod’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	$416K	Hold	8,344	–	–	0.03%	78
2021 Q1	$374K	Buy	8,344 +80	+1%	+$3.6K	0.03%	76
2020 Q4	$365K	Sell	8,264 -2,496	-23%	-$103K	0.03%	75
2020 Q3	$419K	Sell	10,760 -2,688	-20%	-$101K	0.04%	71
2020 Q2	$469K	Sell	13,448 -3,624	-21%	-$113K	0.05%	63
2020 Q1	$452K	Buy	17,072 +400	+2%	+$12.1K	0.05%	79
2019 Q4	$510K	Buy	16,672 +8	+0%	+$229	0.04%	77
2019 Q3	$449K	Buy	16,664 +56	+0.3%	+$1.51K	0.04%	79
2019 Q2	$438K	Buy	+16,608	New	+$428K	0.04%	72

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AdvicePeriod's VGT Position: Q2 2021 in Review

AdvicePeriod held its Vanguard Information Technology ETF (VGT) position steady in Q2 2021 at 8,344 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #78.

AdvicePeriod first reported a position in VGT in Q2 2019 and has held it in 9 quarters since. The position peaked at $510K in Q4 2019. 1,022 funds tracked by Wall St. Rank hold VGT as of Q2 2021.

AdvicePeriod held 8,344 shares of Vanguard Information Technology ETF worth $416K as of Q2 2021.
AdvicePeriod left its Vanguard Information Technology ETF share count unchanged in Q2 2021.
Vanguard Information Technology ETF made up 0.03% of AdvicePeriod's portfolio in Q2 2021, its #78 holding.
AdvicePeriod first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 9 quarters since.
AdvicePeriod's Vanguard Information Technology ETF position peaked at $510K in Q4 2019.
1,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.