LWM
VGT icon

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

Lionsbridge 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
2020
Q1 		– Sell
-752
Closed -$23K – 303
2019
Q4 		$23K Buy
+752
New +$21.5K 0.02% 90

Other funds holding VGT

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Lionsbridge Wealth Management's VGT Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2020, closing a stake of 752 shares — an estimated $23K sold.

Lionsbridge Wealth Management first reported a position in VGT in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 767 funds tracked by Wall St. Rank hold VGT as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 752 Vanguard Information Technology ETF shares in Q1 2020, an estimated $23K.
  • Lionsbridge Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Vanguard Information Technology ETF position peaked at $23K in Q4 2019.
  • 767 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.