BWM
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BNC Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

BNC Wealth Management’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
-2,320
Closed -$90K – 446
2020
Q3 		$90K Buy
+2,320
New +$87.3K 0.06% 128

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

BNC Wealth Management's VGT Position: Q4 2020 in Review

BNC Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2020, closing a stake of 2,320 shares — an estimated $90K sold.

BNC Wealth Management first reported a position in VGT in Q3 2020 and held it in 1 quarter. The position peaked at $90K in Q3 2020. 992 funds tracked by Wall St. Rank hold VGT as of Q4 2020.

  • BNC Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 2,320 Vanguard Information Technology ETF shares in Q4 2020, an estimated $90K.
  • BNC Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Vanguard Information Technology ETF position peaked at $90K in Q3 2020.
  • 992 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.