CT Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

CT Financial 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
2017 Q1	$545K	Buy	32,168 +10,136	+46%	+$166K	0.34%	80
2016 Q4	$335K	Buy	22,032 +336	+2%	+$5.06K	0.21%	105
2016 Q3	$326K	Buy	21,696 +72	+0.3%	+$1.04K	0.2%	102
2016 Q2	$290K	Buy	21,624 +9,800	+83%	+$132K	0.18%	108
2016 Q1	$162K	Buy	11,824 +4,000	+51%	+$51K	0.09%	168
2015 Q4	$106K	Buy	7,824 +8	+0.1%	+$109	0.06%	203
2015 Q3	$97.7K	Buy	7,816 +40	+0.5%	+$525	0.06%	213
2015 Q2	$103K	Hold	7,776	–	–	0.06%	216
2015 Q1	$103K	Buy	7,776 +8	+0.1%	+$106	0.06%	224
2014 Q4	$102K	Buy	+7,768	New	+$99.1K	0.08%	170
2014 Q1	$103K	Buy	+7,776	New	+$87.5K	0.06%	224

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CT Financial Advisors's VGT Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 46% in Q1 2017, buying an estimated $166K and bringing the position to 32,168 shares worth $545K. The position accounts for 0.34% of the portfolio, ranked #80.

CT Financial Advisors first reported a position in VGT in Q1 2014 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold VGT as of Q1 2017.

CT Financial Advisors held 32,168 shares of Vanguard Information Technology ETF worth $545K as of Q1 2017.
CT Financial Advisors bought 10,136 Vanguard Information Technology ETF shares in Q1 2017, an estimated $166K.
Vanguard Information Technology ETF made up 0.34% of CT Financial Advisors's portfolio in Q1 2017, its #80 holding.
CT Financial Advisors first reported a position in Vanguard Information Technology ETF in Q1 2014 and has held it in 11 quarters since.
383 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.