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 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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. 823 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.
823 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.