Cypress Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Cypress Wealth 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
2019 Q1	$2.98M	Sell	118,688 -8,080	-6%	-$188K	3.41%	5
2018 Q4	$2.64M	Sell	126,768 -7,928	-6%	-$180K	3.63%	6
2018 Q3	$3.41M	Buy	134,696 +376	+0.3%	+$9.14K	3.59%	3
2018 Q2	$3.05M	Buy	134,320 +1,176	+0.9%	+$26.4K	3.3%	6
2018 Q1	$2.85M	Sell	133,144 -7,456	-5%	-$163K	3.08%	8
2017 Q4	$2.9M	Sell	140,600 -42,688	-23%	-$866K	2.78%	9
2017 Q3	$3.48M	Sell	183,288 -24,800	-12%	-$459K	5.63%	4
2017 Q2	$3.66M	Sell	208,088 -120,984	-37%	-$2.13M	4.28%	4
2017 Q1	$5.58M	Buy	329,072 +71,016	+28%	+$1.16M	2.55%	6
2016 Q4	$3.92M	Buy	258,056 +81,968	+47%	+$1.23M	1.79%	11
2016 Q3	$2.65M	Buy	176,088 +2,536	+1%	+$36.8K	1.19%	16
2016 Q2	$2.32M	Buy	173,552 +2,992	+2%	+$40.2K	1.15%	18
2016 Q1	$2.33M	Buy	170,560 +576	+0.3%	+$7.34K	1.07%	18
2015 Q4	$2.3M	Hold	169,984	–	–	1.17%	19
2015 Q3	$2.13M	Hold	169,984	–	–	1.15%	17
2015 Q2	$2.26M	Buy	+169,984	New	+$2.32M	1.32%	17

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

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

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

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

BCMIO

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Cypress Wealth Advisors's VGT Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 6.4% in Q1 2019, selling an estimated $188K and leaving 118,688 shares worth $2.98M. The position accounts for 3.41% of the portfolio, ranked #5.

Cypress Wealth Advisors first reported a position in VGT in Q2 2015 and has held it in 16 quarters since. The position peaked at $5.58M in Q1 2017. 607 funds tracked by Wall St. Rank hold VGT as of Q1 2019.

Cypress Wealth Advisors held 118,688 shares of Vanguard Information Technology ETF worth $2.98M as of Q1 2019.
Cypress Wealth Advisors sold 8,080 Vanguard Information Technology ETF shares in Q1 2019, an estimated $188K.
Vanguard Information Technology ETF made up 3.41% of Cypress Wealth Advisors's portfolio in Q1 2019, its #5 holding.
Cypress Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Vanguard Information Technology ETF position peaked at $5.58M in Q1 2017.
607 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.