Berman Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Berman Capital 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
2020 Q3	–	Sell	-1,200	Closed	-$41K	–	1782
2020 Q2	$41K	Buy	+1,200	New	+$37.4K	0.01%	371
2019 Q1	–	Sell	-2,872	Closed	-$59K	–	1487
2018 Q4	$59K	Buy	+2,872	New	+$65.1K	0.02%	239
2018 Q1	–	Sell	-9,792	Closed	-$202K	–	130
2017 Q4	$202K	Buy	+9,792	New	+$199K	0.07%	100

Other funds holding VGT

Bank of America Charlotte, North Carolina $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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Berman Capital Advisors's VGT Position: Q3 2020 in Review

Berman Capital Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 1,200 shares — an estimated $41K sold.

Berman Capital Advisors first reported a position in VGT in Q4 2017 and held it in 3 quarters. The position peaked at $202K in Q4 2017. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

Berman Capital Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
Berman Capital Advisors sold 1,200 Vanguard Information Technology ETF shares in Q3 2020, an estimated $41K.
Berman Capital Advisors first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 3 quarters.
Berman Capital Advisors's Vanguard Information Technology ETF position peaked at $202K in Q4 2017.
871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.