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

ERTS 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 		– Sell
-272
Closed -$6K – 292
2018
Q4 		$6K Buy
+272
New +$6.16K ﹤0.01% 265

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

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

ERTS Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2019, closing a stake of 272 shares — an estimated $6K sold.

ERTS Wealth Advisors first reported a position in VGT in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 607 funds tracked by Wall St. Rank hold VGT as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 272 Vanguard Information Technology ETF shares in Q1 2019, an estimated $6K.
  • ERTS Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Vanguard Information Technology ETF position peaked at $6K in Q4 2018.
  • 607 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.