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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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. 608 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.
  • 608 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.