LifePlan Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

LifePlan Financial Group’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	$258K	Buy	6,616 +6,192	+1,460%	+$233K	0.11%	113
2020 Q2	$15K	Hold	424	–	–	0.01%	376
2020 Q1	$11K	Hold	424	–	–	0.01%	392
2019 Q4	$13K	Hold	424	–	–	0.01%	398
2019 Q3	$11K	Hold	424	–	–	0.01%	407
2019 Q2	$11K	Hold	424	–	–	0.01%	398
2019 Q1	$11K	Sell	424 -1,984	-82%	-$46.1K	0.01%	401
2018 Q4	$50K	Hold	2,408	–	–	0.03%	232
2018 Q3	$61K	Hold	2,408	–	–	0.03%	231
2018 Q2	$55K	Sell	2,408 -16	-0.7%	-$359	0.03%	231
2018 Q1	$52K	Buy	+2,424	New	+$52.9K	0.03%	221

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

LifePlan Financial Group's VGT Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 1,460% in Q3 2020, buying an estimated $233K and bringing the position to 6,616 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #113.

LifePlan Financial Group first reported a position in VGT in Q1 2018 and has held it in 11 quarters since. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

LifePlan Financial Group held 6,616 shares of Vanguard Information Technology ETF worth $258K as of Q3 2020.
LifePlan Financial Group bought 6,192 Vanguard Information Technology ETF shares in Q3 2020, an estimated $233K.
Vanguard Information Technology ETF made up 0.11% of LifePlan Financial Group's portfolio in Q3 2020, its #113 holding.
LifePlan Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 11 quarters since.
871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.