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

Guidant 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 Q3	$1.1M	Hold	40,768	–	–	0.41%	44
2019 Q2	$1.07M	Sell	40,768 -552	-1%	-$14.2K	0.42%	45
2019 Q1	$1.04M	Buy	41,320 +480	+1%	+$11.2K	0.4%	45
2018 Q4	$851K	Sell	40,840 -5,664	-12%	-$128K	0.4%	52
2018 Q3	$1.18M	Sell	46,504 -2,240	-5%	-$54.5K	0.49%	24
2018 Q2	$1.12M	Hold	48,744	–	–	0.49%	24
2018 Q1	$1.02M	Sell	48,744 -1,048	-2%	-$22.9K	0.46%	25
2017 Q4	$1.07M	Hold	49,792	–	–	0.48%	25
2017 Q3	$964K	Hold	49,792	–	–	0.68%	26
2017 Q2	$888K	Sell	49,792 -7,528	-13%	-$133K	0.46%	46
2017 Q1	$964K	Hold	57,320	–	–	0.51%	44
2016 Q4	$898K	Hold	57,320	–	–	0.51%	43
2016 Q3	$858K	Buy	+57,320	New	+$831K	0.53%	45

Other funds holding VGT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Guidant Wealth Advisors's VGT Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2019 at 40,768 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #44.

Guidant Wealth Advisors first reported a position in VGT in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.18M in Q3 2018. 622 funds tracked by Wall St. Rank hold VGT as of Q3 2019.

Guidant Wealth Advisors held 40,768 shares of Vanguard Information Technology ETF worth $1.1M as of Q3 2019.
Guidant Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2019.
Vanguard Information Technology ETF made up 0.41% of Guidant Wealth Advisors's portfolio in Q3 2019, its #44 holding.
Guidant Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.18M in Q3 2018.
622 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.