LWM
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LBA Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

LBA Wealth Management’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
2017
Q1 		$93K Sell
5,504
-640
-10% -$10.5K 0.05% 150
2016
Q4 		$93K Buy
+6,144
New +$92.6K 0.05% 149

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LBA Wealth Management's VGT Position: Q1 2017 in Review

LBA Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 10% in Q1 2017, selling an estimated $10.5K and leaving 5,504 shares worth $93K. The position accounts for 0.05% of the portfolio, ranked #150.

LBA Wealth Management first reported a position in VGT in Q4 2016 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold VGT as of Q1 2017.

  • LBA Wealth Management held 5,504 shares of Vanguard Information Technology ETF worth $93K as of Q1 2017.
  • LBA Wealth Management sold 640 Vanguard Information Technology ETF shares in Q1 2017, an estimated $10.5K.
  • Vanguard Information Technology ETF made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #150 holding.
  • LBA Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.