JOYN Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

JOYN 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 Q1	–	Sell	-2,432	Closed	-$51K	–	1360
2018 Q4	$51K	Hold	2,432	–	–	0.01%	337
2018 Q3	$62K	Buy	+2,432	New	+$59.1K	0.01%	342

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JOYN Advisors's VGT Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2019, closing a stake of 2,432 shares — an estimated $51K sold.

JOYN Advisors first reported a position in VGT in Q3 2018 and held it in 2 quarters. The position peaked at $62K in Q3 2018. 607 funds tracked by Wall St. Rank hold VGT as of Q1 2019.

JOYN Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 2,432 Vanguard Information Technology ETF shares in Q1 2019, an estimated $51K.
JOYN Advisors first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 2 quarters.
JOYN Advisors's Vanguard Information Technology ETF position peaked at $62K in Q3 2018.
607 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.