Leonard Rickey Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Leonard Rickey Investment 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
2020 Q3	–	Sell	-7,552	Closed	-$263K	–	73
2020 Q2	$263K	Sell	7,552 -568	-7%	-$17.7K	0.17%	52
2020 Q1	$215K	Sell	8,120 -1,960	-19%	-$59.4K	0.17%	59
2019 Q4	$308K	Buy	+10,080	New	+$289K	0.19%	53

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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 $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Leonard Rickey Investment Advisors's VGT Position: Q3 2020 in Review

Leonard Rickey Investment Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 7,552 shares — an estimated $263K sold.

Leonard Rickey Investment Advisors first reported a position in VGT in Q4 2019 and held it in 3 quarters. The position peaked at $308K in Q4 2019. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

Leonard Rickey Investment Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 7,552 Vanguard Information Technology ETF shares in Q3 2020, an estimated $263K.
Leonard Rickey Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 3 quarters.
Leonard Rickey Investment Advisors's Vanguard Information Technology ETF position peaked at $308K in Q4 2019.
871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.