Bridgewater Wealth & Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-32,000	Closed	-$563K	–	98
2017 Q2	$563K	Hold	32,000	–	–	0.19%	58
2017 Q1	$543K	Hold	32,000	–	–	0.2%	57
2016 Q4	$486K	Hold	32,000	–	–	0.18%	62
2016 Q3	$481K	Hold	32,000	–	–	0.18%	62
2016 Q2	$428K	Hold	32,000	–	–	0.15%	65
2016 Q1	$438K	Hold	32,000	–	–	0.16%	66
2015 Q4	$433K	Hold	32,000	–	–	0.17%	58
2015 Q3	$400K	Buy	+32,000	New	+$420K	0.17%	58
2015 Q1	–	Sell	-32,000	Closed	-$418K	–	92
2014 Q4	$418K	Buy	+32,000	New	+$408K	0.17%	70

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

MIFH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management's VGT Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2017, closing a stake of 32,000 shares — an estimated $563K sold.

Bridgewater Wealth & Financial Management first reported a position in VGT in Q4 2014 and held it in 9 quarters. The position peaked at $563K in Q2 2017. 406 funds tracked by Wall St. Rank hold VGT as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Vanguard Information Technology ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 32,000 Vanguard Information Technology ETF shares in Q3 2017, an estimated $563K.
Bridgewater Wealth & Financial Management first reported a position in Vanguard Information Technology ETF in Q4 2014 and held it in 9 quarters.
Bridgewater Wealth & Financial Management's Vanguard Information Technology ETF position peaked at $563K in Q2 2017.
406 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.