Boston Family Office’s Vanguard Information Technology ETF VGT Stock Holding History

Boston Family Office’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 Q1	–	Sell	-8,544	Closed	-$261K	–	251
2019 Q4	$261K	Hold	8,544	–	–	0.02%	233
2019 Q3	$230K	Sell	8,544 -1,672	-16%	-$45K	0.02%	237
2019 Q2	$269K	Sell	10,216 -1,112	-10%	-$28.7K	0.03%	235
2019 Q1	$284K	Sell	11,328 -40	-0.4%	-$929	0.03%	228
2018 Q4	$237K	Sell	11,368 -10,600	-48%	-$240K	0.03%	231
2018 Q3	$556K	Buy	21,968 +7,440	+51%	+$181K	0.06%	193
2018 Q2	$329K	Sell	14,528 -7,552	-34%	-$170K	0.04%	226
2018 Q1	$472K	Sell	22,080 -4,560	-17%	-$99.6K	0.05%	201
2017 Q4	$549K	Sell	26,640 -600	-2%	-$12.2K	0.06%	188
2017 Q3	$518K	Sell	27,240 -248	-0.9%	-$4.59K	0.06%	192
2017 Q2	$484K	Buy	27,488 +1,008	+4%	+$17.8K	0.06%	194
2017 Q1	$449K	Buy	26,480 +2,400	+10%	+$39.2K	0.06%	192
2016 Q4	$366K	Buy	24,080 +1,160	+5%	+$17.5K	0.05%	201
2016 Q3	$345K	Buy	22,920 +1,520	+7%	+$22K	0.04%	206
2016 Q2	$286K	Buy	+21,400	New	+$288K	0.04%	216

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Boston Family Office's VGT Position: Q1 2020 in Review

Boston Family Office sold out of Vanguard Information Technology ETF (VGT) in Q1 2020, closing a stake of 8,544 shares — an estimated $261K sold.

Boston Family Office first reported a position in VGT in Q2 2016 and held it in 15 quarters. The position peaked at $556K in Q3 2018. 767 funds tracked by Wall St. Rank hold VGT as of Q1 2020.

Boston Family Office reported no remaining Vanguard Information Technology ETF position as of Q1 2020 after selling out during the quarter.
Boston Family Office sold 8,544 Vanguard Information Technology ETF shares in Q1 2020, an estimated $261K.
Boston Family Office first reported a position in Vanguard Information Technology ETF in Q2 2016 and held it in 15 quarters.
Boston Family Office's Vanguard Information Technology ETF position peaked at $556K in Q3 2018.
767 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2020.

Based on Boston Family Office's 13F filing for Q1 2020, filed 11 May 2020.