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

Elite 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
2014 Q4	–	Sell	-47,824	Closed	-$598K	–	437
2014 Q3	$598K	Buy	47,824 +2,512	+6%	+$31.2K	0.54%	39
2014 Q2	$548K	Buy	+45,312	New	+$523K	0.55%	53

Other funds holding VGT

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BCMIO

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

BOS

Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

Elite Wealth Management's VGT Position: Q4 2014 in Review

Elite Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2014, closing a stake of 47,824 shares — an estimated $598K sold.

Elite Wealth Management first reported a position in VGT in Q2 2014 and held it in 2 quarters. The position peaked at $598K in Q3 2014. 243 funds tracked by Wall St. Rank hold VGT as of Q4 2014.

Elite Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 47,824 Vanguard Information Technology ETF shares in Q4 2014, an estimated $598K.
Elite Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2014 and held it in 2 quarters.
Elite Wealth Management's Vanguard Information Technology ETF position peaked at $598K in Q3 2014.
243 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.