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BWA
BDO Wealth Advisors’s
Vanguard Information Technology ETF
VGT
Stock Holding History
BDO Wealth Advisors’s Portfolio
VGT Stock Details
VGT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-160
Closed
-$8K
–
1133
2021
Q2
$8K
Sell
160
-528
-77%
-$24.9K
﹤0.01%
800
2021
Q1
$31K
Buy
688
+528
+330%
+$23.7K
﹤0.01%
532
2020
Q4
$7K
Hold
160
–
–
﹤0.01%
602
2020
Q3
$6K
Hold
160
–
–
﹤0.01%
544
2020
Q2
$6K
Hold
160
–
–
﹤0.01%
551
2020
Q1
$4K
Buy
+160
New
+$4.85K
﹤0.01%
632
2019
Q2
–
Sell
-2,104
Closed
-$53K
–
696
2019
Q1
$53K
Hold
2,104
–
–
0.02%
274
2018
Q4
$44K
Sell
2,104
-416
-17%
-$9.43K
0.02%
278
2018
Q3
$64K
Sell
2,520
-624
-20%
-$15.2K
0.02%
262
2018
Q2
$71K
Buy
3,144
+40
+1%
+$898
0.02%
253
2018
Q1
$66K
Sell
3,104
-1,944
-39%
-$42.4K
0.02%
223
2017
Q4
$104K
Buy
5,048
+392
+8%
+$7.95K
0.05%
151
2017
Q3
$88K
Sell
4,656
-1,112
-19%
-$20.6K
0.04%
143
2017
Q2
$102K
Buy
+5,768
New
+$102K
0.04%
173
Other funds holding VGT
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$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
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
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co
Helsinki, Finland
$17B AUM
24.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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