LVW Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

LVW 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	-27,480	Closed	-$957K	–	228
2020 Q2	$957K	Sell	27,480 -1,072	-4%	-$33.4K	0.23%	64
2020 Q1	$756K	Sell	28,552 -1,056	-4%	-$32K	0.2%	69
2019 Q4	$906K	Sell	29,608 -960	-3%	-$27.5K	0.21%	77
2019 Q3	$824K	Buy	30,568 +7,240	+31%	+$195K	0.2%	76
2019 Q2	$615K	Sell	23,328 -480	-2%	-$12.4K	0.17%	81
2019 Q1	$597K	Sell	23,808 -504	-2%	-$11.7K	0.16%	89
2018 Q4	$507K	Sell	24,312 -3,160	-12%	-$71.6K	0.17%	81
2018 Q3	$696K	Buy	+27,472	New	+$668K	0.2%	80

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

LVW Advisors's VGT Position: Q3 2020 in Review

LVW Advisors sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 27,480 shares — an estimated $957K sold.

LVW Advisors first reported a position in VGT in Q3 2018 and held it in 8 quarters. The position peaked at $957K in Q2 2020. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

LVW Advisors reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
LVW Advisors sold 27,480 Vanguard Information Technology ETF shares in Q3 2020, an estimated $957K.
LVW Advisors first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 8 quarters.
LVW Advisors's Vanguard Information Technology ETF position peaked at $957K in Q2 2020.
871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on LVW Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.