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Bel Air Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Bel Air Investment 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
Q2 		$4.64M Sell
93,056
-3,760
-4% -$177K 0.14% 81
2021
Q1 		$4.34M Buy
+96,816
New +$4.35M 0.14% 91

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bel Air Investment Advisors's VGT Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2021, selling an estimated $177K and leaving 93,056 shares worth $4.64M. The position accounts for 0.14% of the portfolio, ranked #81.

Bel Air Investment Advisors first reported a position in VGT in Q1 2021 and has held it in 2 quarters since. 1,022 funds tracked by Wall St. Rank hold VGT as of Q2 2021.

  • Bel Air Investment Advisors held 93,056 shares of Vanguard Information Technology ETF worth $4.64M as of Q2 2021.
  • Bel Air Investment Advisors sold 3,760 Vanguard Information Technology ETF shares in Q2 2021, an estimated $177K.
  • Vanguard Information Technology ETF made up 0.14% of Bel Air Investment Advisors's portfolio in Q2 2021, its #81 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.