Capital Wealth Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-12,664	Closed	-$335K	–	211
2020 Q1	$335K	Buy	+12,664	New	+$384K	0.02%	157
2019 Q4	–	Sell	-17,864	Closed	-$489K	–	250
2019 Q3	$489K	Sell	17,864 -3,328	-16%	-$89.6K	0.03%	138
2019 Q2	$559K	Buy	+21,192	New	+$547K	0.04%	120

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

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

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

HIIFS

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

Capital Wealth Planning's VGT Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Information Technology ETF (VGT) in Q2 2020, closing a stake of 12,664 shares — an estimated $335K sold.

Capital Wealth Planning first reported a position in VGT in Q2 2019 and held it in 3 quarters. The position peaked at $559K in Q2 2019. 822 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard Information Technology ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 12,664 Vanguard Information Technology ETF shares in Q2 2020, an estimated $335K.
Capital Wealth Planning first reported a position in Vanguard Information Technology ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard Information Technology ETF position peaked at $559K in Q2 2019.
822 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.