Hochman Cole Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Hochman Cole Investment 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
2021 Q3	$441K	Sell	8,792 -488	-5%	-$25.3K	0.17%	83
2021 Q2	$463K	Hold	9,280	–	–	0.18%	81
2021 Q1	$416K	Hold	9,280	–	–	0.17%	83
2020 Q4	$410K	Buy	9,280 +680	+8%	+$28K	0.18%	82
2020 Q3	$335K	Sell	8,600 -1,464	-15%	-$55.1K	0.17%	87
2020 Q2	$351K	Sell	10,064 -120	-1%	-$3.74K	0.19%	80
2020 Q1	$270K	Buy	10,184 +464	+5%	+$14.1K	0.19%	82
2019 Q4	$297K	Hold	9,720	–	–	0.16%	93
2019 Q3	$262K	Sell	9,720 -944	-9%	-$25.4K	0.16%	91
2019 Q2	$281K	Sell	10,664 -320	-3%	-$8.25K	0.17%	92
2019 Q1	$275K	Sell	10,984 -5,152	-32%	-$120K	0.16%	94
2018 Q4	$336K	Buy	+16,136	New	+$366K	0.23%	75

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Hochman Cole Investment Advisors's VGT Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 5.3% in Q3 2021, selling an estimated $25.3K and leaving 8,792 shares worth $441K. The position accounts for 0.17% of the portfolio, ranked #83.

Hochman Cole Investment Advisors first reported a position in VGT in Q4 2018 and has held it in 12 quarters since. The position peaked at $463K in Q2 2021. 1,049 funds tracked by Wall St. Rank hold VGT as of Q3 2021.

Hochman Cole Investment Advisors held 8,792 shares of Vanguard Information Technology ETF worth $441K as of Q3 2021.
Hochman Cole Investment Advisors sold 488 Vanguard Information Technology ETF shares in Q3 2021, an estimated $25.3K.
Vanguard Information Technology ETF made up 0.17% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #83 holding.
Hochman Cole Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 12 quarters since.
Hochman Cole Investment Advisors's Vanguard Information Technology ETF position peaked at $463K in Q2 2021.
1,049 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.