Bruderman Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bruderman Asset 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
2019 Q1	–	Sell	-392	Closed	-$8K	–	694
2018 Q4	$8K	Buy	+392	New	+$8.88K	﹤0.01%	456
2016 Q3	–	Sell	-1,040	Closed	-$14K	–	399
2016 Q2	$14K	Hold	1,040	–	–	﹤0.01%	290
2016 Q1	$14K	Hold	1,040	–	–	﹤0.01%	295
2015 Q4	$14K	Hold	1,040	–	–	0.01%	314
2015 Q3	$13K	Hold	1,040	–	–	0.01%	321
2015 Q2	$14K	Hold	1,040	–	–	0.01%	324
2015 Q1	$14K	Buy	+1,040	New	+$13.7K	0.01%	319

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

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

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

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

BCMIO

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

HIIFS

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

MIFH

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

Bruderman Asset Management's VGT Position: Q1 2019 in Review

Bruderman Asset Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2019, closing a stake of 392 shares — an estimated $8K sold.

Bruderman Asset Management first reported a position in VGT in Q1 2015 and held it in 7 quarters. The position peaked at $14K in Q2 2016. 607 funds tracked by Wall St. Rank hold VGT as of Q1 2019.

Bruderman Asset Management reported no remaining Vanguard Information Technology ETF position as of Q1 2019 after selling out during the quarter.
Bruderman Asset Management sold 392 Vanguard Information Technology ETF shares in Q1 2019, an estimated $8K.
Bruderman Asset Management first reported a position in Vanguard Information Technology ETF in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's Vanguard Information Technology ETF position peaked at $14K in Q2 2016.
607 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.