Gary Goldberg Planning Services’s Vanguard Information Technology ETF VGT Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$14K	Hold	1,040	–	–	0.01%	328
2014 Q3	$13K	Hold	1,040	–	–	0.01%	354
2014 Q2	$13K	Buy	+1,040	New	+$12K	0.01%	333

Other funds holding VGT

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

BOS

Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

Gary Goldberg Planning Services's VGT Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Vanguard Information Technology ETF (VGT) position steady in Q4 2014 at 1,040 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #328.

Gary Goldberg Planning Services first reported a position in VGT in Q2 2014 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold VGT as of Q4 2014.

Gary Goldberg Planning Services held 1,040 shares of Vanguard Information Technology ETF worth $14K as of Q4 2014.
Gary Goldberg Planning Services left its Vanguard Information Technology ETF share count unchanged in Q4 2014.
Vanguard Information Technology ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #328 holding.
Gary Goldberg Planning Services first reported a position in Vanguard Information Technology ETF in Q2 2014 and has held it in 3 quarters since.
243 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.