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

Elmwood 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
2021 Q2	$55K	Sell	1,096 -800	-42%	-$37.7K	0.03%	166
2021 Q1	$85K	Buy	+1,896	New	+$85.3K	0.05%	138

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

Elmwood Wealth Management's VGT Position: Q2 2021 in Review

Elmwood Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 42% in Q2 2021, selling an estimated $37.7K and leaving 1,096 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #166.

Elmwood Wealth Management first reported a position in VGT in Q1 2021 and has held it in 2 quarters since. The position peaked at $85K in Q1 2021. 1,021 funds tracked by Wall St. Rank hold VGT as of Q2 2021.

Elmwood Wealth Management held 1,096 shares of Vanguard Information Technology ETF worth $55K as of Q2 2021.
Elmwood Wealth Management sold 800 Vanguard Information Technology ETF shares in Q2 2021, an estimated $37.7K.
Vanguard Information Technology ETF made up 0.03% of Elmwood Wealth Management's portfolio in Q2 2021, its #166 holding.
Elmwood Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 2 quarters since.
Elmwood Wealth Management's Vanguard Information Technology ETF position peaked at $85K in Q1 2021.
1,021 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.