LWA
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Lowe Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Lowe Wealth 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
2015
Q2 		– Sell
-488
Closed -$6K – 240
2015
Q1 		$6K Buy
+488
New +$6.44K ﹤0.01% 147

Other funds holding VGT

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

Lowe Wealth Advisors's VGT Position: Q2 2015 in Review

Lowe Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2015, closing a stake of 488 shares — an estimated $6K sold.

Lowe Wealth Advisors first reported a position in VGT in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 262 funds tracked by Wall St. Rank hold VGT as of Q2 2015.

  • Lowe Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 488 Vanguard Information Technology ETF shares in Q2 2015, an estimated $6K.
  • Lowe Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q1 2015 and held it in 1 quarter.
  • Lowe Wealth Advisors's Vanguard Information Technology ETF position peaked at $6K in Q1 2015.
  • 262 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2015.

Based on Lowe Wealth Advisors's 13F filing for Q2 2015, filed 4 Dec 2015.