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

Capital Directions Investment 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
2017
Q3 		– Sell
-240
Closed -$4K – 118
2017
Q2 		$4K Buy
+240
New +$4.23K ﹤0.01% 100

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Directions Investment Advisors's VGT Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2017, closing a stake of 240 shares — an estimated $4K sold.

Capital Directions Investment Advisors first reported a position in VGT in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 406 funds tracked by Wall St. Rank hold VGT as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 240 Vanguard Information Technology ETF shares in Q3 2017, an estimated $4K.
  • Capital Directions Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Vanguard Information Technology ETF position peaked at $4K in Q2 2017.
  • 406 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.