HWP
VGT icon

Hefty Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Hefty Wealth Partners’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
Q3 		– Sell
-3,744
Closed -$50K – 255
2016
Q2 		$50K Buy
+3,744
New +$50.3K 0.04% 108
2016
Q1 		– Sell
-50,920
Closed -$689K – 232
2015
Q4 		$689K Buy
+50,920
New +$695K 0.66% 54

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Hefty Wealth Partners's VGT Position: Q3 2016 in Review

Hefty Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q3 2016, closing a stake of 3,744 shares — an estimated $50K sold.

Hefty Wealth Partners first reported a position in VGT in Q4 2015 and held it in 2 quarters. The position peaked at $689K in Q4 2015. 307 funds tracked by Wall St. Rank hold VGT as of Q3 2016.

  • Hefty Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q3 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 3,744 Vanguard Information Technology ETF shares in Q3 2016, an estimated $50K.
  • Hefty Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's Vanguard Information Technology ETF position peaked at $689K in Q4 2015.
  • 307 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2016.

Based on Hefty Wealth Partners's 13F filing for Q3 2016, filed 5 Oct 2016.