Cavalier Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Cavalier Investments’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 Q3	–	Sell	-47,120	Closed	-$1.64M	–	77
2020 Q2	$1.64M	Hold	47,120	–	–	0.95%	17
2020 Q1	$1.25M	Sell	47,120 -30,176	-39%	-$915K	0.74%	37
2019 Q4	$2.37M	Sell	77,296 -42,184	-35%	-$1.21M	1.02%	30
2019 Q3	$3.22M	Buy	+119,480	New	+$3.22M	1.39%	20
2019 Q1	–	Sell	-193,048	Closed	-$4.03M	–	170
2018 Q4	$4.03M	Buy	193,048 +71,872	+59%	+$1.63M	1.3%	13
2018 Q3	$3.07M	Buy	+121,176	New	+$2.95M	0.89%	26
2018 Q2	–	Sell	-13,672	Closed	-$292K	–	206
2018 Q1	$292K	Buy	+13,672	New	+$299K	0.1%	133

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cavalier Investments's VGT Position: Q3 2020 in Review

Cavalier Investments sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 47,120 shares — an estimated $1.64M sold.

Cavalier Investments first reported a position in VGT in Q1 2018 and held it in 7 quarters. The position peaked at $4.03M in Q4 2018. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

Cavalier Investments reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
Cavalier Investments sold 47,120 Vanguard Information Technology ETF shares in Q3 2020, an estimated $1.64M.
Cavalier Investments first reported a position in Vanguard Information Technology ETF in Q1 2018 and held it in 7 quarters.
Cavalier Investments's Vanguard Information Technology ETF position peaked at $4.03M in Q4 2018.
871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Cavalier Investments's 13F filing for Q3 2020, filed 12 Nov 2020.