CMC Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

CMC Financial Group’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	-1,273,640	Closed	-$44.4M	–	24
2020 Q2	$44.4M	Buy	1,273,640 +1,263,104	+11,988%	+$39.4M	33%	1
2020 Q1	$279K	Buy	+10,536	New	+$319K	1.22%	20
2019 Q4	–	Sell	-1,143,320	Closed	-$30.8M	–	52
2019 Q3	$30.8M	Buy	1,143,320 +4,832	+0.4%	+$130K	40.7%	1
2019 Q2	$30M	Buy	1,138,488 +1,127,312	+10,087%	+$29.1M	38.5%	1
2019 Q1	$280K	Buy	+11,176	New	+$260K	0.26%	28

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

CMC Financial Group's VGT Position: Q3 2020 in Review

CMC Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 1,273,640 shares — an estimated $44.4M sold.

CMC Financial Group first reported a position in VGT in Q1 2019 and held it in 5 quarters. The position peaked at $44.4M in Q2 2020. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

CMC Financial Group reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
CMC Financial Group sold 1,273,640 Vanguard Information Technology ETF shares in Q3 2020, an estimated $44.4M.
CMC Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2019 and held it in 5 quarters.
CMC Financial Group's Vanguard Information Technology ETF position peaked at $44.4M in Q2 2020.
871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on CMC Financial Group's 13F filing for Q3 2020, filed 4 Nov 2020.