Clear Perspective Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-808	Closed	-$18K	–	420
2018 Q2	$18K	Hold	808	–	–	0.01%	322
2018 Q1	$17K	Hold	808	–	–	0.01%	316
2017 Q4	$17K	Hold	808	–	–	0.01%	305
2017 Q3	$15K	Hold	808	–	–	0.01%	315
2017 Q2	$14K	Hold	808	–	–	0.01%	318
2017 Q1	$14K	Hold	808	–	–	0.01%	297
2016 Q4	$12K	Buy	+808	New	+$12.2K	0.01%	307

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clear Perspective Advisors's VGT Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2018, closing a stake of 808 shares — an estimated $18K sold.

Clear Perspective Advisors first reported a position in VGT in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q2 2018. 546 funds tracked by Wall St. Rank hold VGT as of Q3 2018.

Clear Perspective Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 808 Vanguard Information Technology ETF shares in Q3 2018, an estimated $18K.
Clear Perspective Advisors first reported a position in Vanguard Information Technology ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Vanguard Information Technology ETF position peaked at $18K in Q2 2018.
546 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.