Dynasty Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Dynasty Wealth Management’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 Q4	–	Sell	-43,904	Closed	-$1.11M	–	101
2018 Q3	$1.11M	Buy	43,904 +2,408	+6%	+$58.5K	1.43%	15
2018 Q2	$941K	Buy	41,496 +360	+0.9%	+$8.09K	1.95%	12
2018 Q1	$879K	Buy	+41,136	New	+$898K	0.37%	13

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

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

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

RBA

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

MIFH

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

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

HIIFS

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

Dynasty Wealth Management's VGT Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2018, closing a stake of 43,904 shares — an estimated $1.11M sold.

Dynasty Wealth Management first reported a position in VGT in Q1 2018 and held it in 3 quarters. The position peaked at $1.11M in Q3 2018. 585 funds tracked by Wall St. Rank hold VGT as of Q4 2018.

Dynasty Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 43,904 Vanguard Information Technology ETF shares in Q4 2018, an estimated $1.11M.
Dynasty Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and held it in 3 quarters.
Dynasty Wealth Management's Vanguard Information Technology ETF position peaked at $1.11M in Q3 2018.
585 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.