Fulcrum Equity Management’s Vanguard Information Technology ETF VGT Stock Holding History

Fulcrum Equity 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 Q3	–	Sell	-35,472	Closed	-$1.24M	–	173
2020 Q2	$1.24M	Buy	+35,472	New	+$1.11M	0.58%	42
2019 Q4	–	Sell	-2,976	Closed	-$80K	–	220
2019 Q3	$80K	Buy	+2,976	New	+$80.1K	0.04%	99

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

MIFH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fulcrum Equity Management's VGT Position: Q3 2020 in Review

Fulcrum Equity Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 35,472 shares — an estimated $1.24M sold.

Fulcrum Equity Management first reported a position in VGT in Q3 2019 and held it in 2 quarters. The position peaked at $1.24M in Q2 2020. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

Fulcrum Equity Management reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
Fulcrum Equity Management sold 35,472 Vanguard Information Technology ETF shares in Q3 2020, an estimated $1.24M.
Fulcrum Equity Management first reported a position in Vanguard Information Technology ETF in Q3 2019 and held it in 2 quarters.
Fulcrum Equity Management's Vanguard Information Technology ETF position peaked at $1.24M in Q2 2020.
871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.