Bernardo Wealth Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-20,504	Closed	-$906K	–	152
2020 Q4	$906K	Sell	20,504 -32	-0.2%	-$1.32K	0.35%	58
2020 Q3	$799K	Buy	20,536 +8,000	+64%	+$301K	0.36%	58
2020 Q2	$436K	Sell	12,536 -488	-4%	-$15.2K	0.23%	83
2020 Q1	$344K	Sell	13,024 -48	-0.4%	-$1.46K	0.24%	99
2019 Q4	$400K	Sell	13,072 -856	-6%	-$24.5K	0.24%	102
2019 Q3	$375K	Sell	13,928 -296	-2%	-$7.97K	0.27%	100
2019 Q2	$375K	Sell	14,224 -160	-1%	-$4.13K	0.29%	94
2019 Q1	$361K	Sell	14,384 -88	-0.6%	-$2.04K	0.29%	95
2018 Q4	$302K	Buy	+14,472	New	+$328K	0.27%	98

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bernardo Wealth Planning's VGT Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Vanguard Information Technology ETF (VGT) in Q1 2021, closing a stake of 20,504 shares — an estimated $906K sold.

Bernardo Wealth Planning first reported a position in VGT in Q4 2018 and held it in 9 quarters. The position peaked at $906K in Q4 2020. 973 funds tracked by Wall St. Rank hold VGT as of Q1 2021.

Bernardo Wealth Planning reported no remaining Vanguard Information Technology ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 20,504 Vanguard Information Technology ETF shares in Q1 2021, an estimated $906K.
Bernardo Wealth Planning first reported a position in Vanguard Information Technology ETF in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's Vanguard Information Technology ETF position peaked at $906K in Q4 2020.
973 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.