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

Gupta 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
2016 Q1	$227K	Buy	16,600 +5,400	+48%	+$68.8K	0.05%	228
2015 Q4	$152K	Sell	11,200 -280	-2%	-$3.82K	0.04%	279
2015 Q3	$144K	Sell	11,480 -4,104	-26%	-$53.9K	0.04%	293
2015 Q2	$207K	Buy	15,584 +1,704	+12%	+$23.2K	0.05%	250
2015 Q1	$185K	Buy	+13,880	New	+$183K	0.05%	228

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MIH

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

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

BOS

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

Gupta Wealth Management's VGT Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 48% in Q1 2016, buying an estimated $68.8K and bringing the position to 16,600 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #228.

Gupta Wealth Management first reported a position in VGT in Q1 2015 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold VGT as of Q1 2016.

Gupta Wealth Management held 16,600 shares of Vanguard Information Technology ETF worth $227K as of Q1 2016.
Gupta Wealth Management bought 5,400 Vanguard Information Technology ETF shares in Q1 2016, an estimated $68.8K.
Vanguard Information Technology ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #228 holding.
Gupta Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2015 and has held it in 5 quarters since.
284 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.