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

Filbrandt 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
2020 Q4	–	Sell	-2,216	Closed	-$86K	–	187
2020 Q3	$86K	Sell	2,216 -1,272	-36%	-$47.9K	0.07%	58
2020 Q2	$122K	Buy	3,488 +1,272	+57%	+$39.7K	0.1%	60
2020 Q1	$59K	Hold	2,216	–	–	0.07%	61
2019 Q4	$67K	Buy	+2,216	New	+$63.4K	0.06%	69

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

MIFH

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Filbrandt Wealth Management's VGT Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q4 2020, closing a stake of 2,216 shares — an estimated $86K sold.

Filbrandt Wealth Management first reported a position in VGT in Q4 2019 and held it in 4 quarters. The position peaked at $122K in Q2 2020. 992 funds tracked by Wall St. Rank hold VGT as of Q4 2020.

Filbrandt Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q4 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 2,216 Vanguard Information Technology ETF shares in Q4 2020, an estimated $86K.
Filbrandt Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 4 quarters.
Filbrandt Wealth Management's Vanguard Information Technology ETF position peaked at $122K in Q2 2020.
992 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.