InterOcean Capital’s Vanguard Information Technology ETF VGT Stock Holding History

InterOcean Capital’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
2020 Q2	$731K	Buy	20,992 +12,960	+161%	+$404K	0.06%	96
2020 Q1	$213K	Buy	+8,032	New	+$243K	0.02%	166

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

InterOcean Capital's VGT Position: Q2 2020 in Review

InterOcean Capital increased its Vanguard Information Technology ETF (VGT) stake by 161% in Q2 2020, buying an estimated $404K and bringing the position to 20,992 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #96.

InterOcean Capital first reported a position in VGT in Q1 2020 and has held it in 2 quarters since. 822 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

InterOcean Capital held 20,992 shares of Vanguard Information Technology ETF worth $731K as of Q2 2020.
InterOcean Capital bought 12,960 Vanguard Information Technology ETF shares in Q2 2020, an estimated $404K.
Vanguard Information Technology ETF made up 0.06% of InterOcean Capital's portfolio in Q2 2020, its #96 holding.
InterOcean Capital first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 2 quarters since.
822 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.