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Chesley Taft & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Chesley Taft & Associates’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
2018
Q1 		– Sell
-10,184
Closed -$210K – 281
2017
Q4 		$210K Buy
+10,184
New +$206K 0.02% 279

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chesley Taft & Associates's VGT Position: Q1 2018 in Review

Chesley Taft & Associates sold out of Vanguard Information Technology ETF (VGT) in Q1 2018, closing a stake of 10,184 shares — an estimated $210K sold.

Chesley Taft & Associates first reported a position in VGT in Q4 2017 and held it in 1 quarter. The position peaked at $210K in Q4 2017. 494 funds tracked by Wall St. Rank hold VGT as of Q1 2018.

  • Chesley Taft & Associates reported no remaining Vanguard Information Technology ETF position as of Q1 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 10,184 Vanguard Information Technology ETF shares in Q1 2018, an estimated $210K.
  • Chesley Taft & Associates first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 1 quarter.
  • Chesley Taft & Associates's Vanguard Information Technology ETF position peaked at $210K in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2018.

Based on Chesley Taft & Associates's 13F filing for Q1 2018, filed 11 Apr 2018.