KWILP
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Kiwi Wealth Investments Limited Partnership’s Vanguard Information Technology ETF VGT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q1 		– Sell
-45,192
Closed -$2M – 284
2020
Q4 		$2M Sell
45,192
-27,424
-38% -$1.13M 0.12% 182
2020
Q3 		$2.83M Buy
72,616
+9,336
+15% +$351K 0.2% 141
2020
Q2 		$2.21M Buy
+63,280
New +$1.97M 0.18% 135

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's VGT Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Vanguard Information Technology ETF (VGT) in Q1 2021, closing a stake of 45,192 shares — an estimated $2M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VGT in Q2 2020 and held it in 3 quarters. The position peaked at $2.83M in Q3 2020. 974 funds tracked by Wall St. Rank hold VGT as of Q1 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Vanguard Information Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 45,192 Vanguard Information Technology ETF shares in Q1 2021, an estimated $2M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Vanguard Information Technology ETF in Q2 2020 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Vanguard Information Technology ETF position peaked at $2.83M in Q3 2020.
  • 974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.