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 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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.