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

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

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

MIFH

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

BDO Wealth Advisors's VGT Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2021, closing a stake of 160 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in VGT in Q2 2017 and held it in 14 quarters. The position peaked at $104K in Q4 2017. 1,049 funds tracked by Wall St. Rank hold VGT as of Q3 2021.

BDO Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2021 after selling out during the quarter.
BDO Wealth Advisors sold 160 Vanguard Information Technology ETF shares in Q3 2021, an estimated $8K.
BDO Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2017 and held it in 14 quarters.
BDO Wealth Advisors's Vanguard Information Technology ETF position peaked at $104K in Q4 2017.
1,049 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.