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

Baldwin 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
2020
Q2 		– Sell
-968
Closed -$26K – 556
2020
Q1 		$26K Buy
+968
New +$29.3K ﹤0.01% 350

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Baldwin Wealth Partners's VGT Position: Q2 2020 in Review

Baldwin Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2020, closing a stake of 968 shares — an estimated $26K sold.

Baldwin Wealth Partners first reported a position in VGT in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 822 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

  • Baldwin Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 968 Vanguard Information Technology ETF shares in Q2 2020, an estimated $26K.
  • Baldwin Wealth Partners first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 1 quarter.
  • Baldwin Wealth Partners's Vanguard Information Technology ETF position peaked at $26K in Q1 2020.
  • 822 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on Baldwin Wealth Partners's 13F filing for Q2 2020, filed 21 Jul 2020.