CWM
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Catamount Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Catamount Wealth 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 		$20K Hold
784
– – 0.01% 115
2018
Q4 		$18K Buy
+784
New +$17.8K 0.01% 107

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

Catamount Wealth Management's VGT Position: Q1 2019 in Review

Catamount Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2019 at 784 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #115.

Catamount Wealth Management first reported a position in VGT in Q4 2018 and has held it in 2 quarters since. 607 funds tracked by Wall St. Rank hold VGT as of Q1 2019.

  • Catamount Wealth Management held 784 shares of Vanguard Information Technology ETF worth $20K as of Q1 2019.
  • Catamount Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q1 2019.
  • Vanguard Information Technology ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #115 holding.
  • Catamount Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 2 quarters since.
  • 607 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.