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

Biltmore 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
Q4 		– Sell
-6,384
Closed -$249K – 114
2020
Q3 		$249K Sell
6,384
-792
-11% -$29.8K 0.07% 68
2020
Q2 		$250K Buy
+7,176
New +$224K 0.07% 58

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
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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Biltmore Capital Advisors's VGT Position: Q4 2020 in Review

Biltmore Capital Advisors sold out of Vanguard Information Technology ETF (VGT) in Q4 2020, closing a stake of 6,384 shares — an estimated $249K sold.

Biltmore Capital Advisors first reported a position in VGT in Q2 2020 and held it in 2 quarters. The position peaked at $250K in Q2 2020. 992 funds tracked by Wall St. Rank hold VGT as of Q4 2020.

  • Biltmore Capital Advisors reported no remaining Vanguard Information Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Biltmore Capital Advisors sold 6,384 Vanguard Information Technology ETF shares in Q4 2020, an estimated $249K.
  • Biltmore Capital Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and held it in 2 quarters.
  • Biltmore Capital Advisors's Vanguard Information Technology ETF position peaked at $250K in Q2 2020.
  • 992 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2020.

Based on Biltmore Capital Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.