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

Maltin 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
-2,728
Closed -$84K – 133
2019
Q4 		$84K Buy
+2,728
New +$78.1K 0.05% 91

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

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

Maltin Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2020, closing a stake of 2,728 shares — an estimated $84K sold.

Maltin Wealth Management first reported a position in VGT in Q4 2019 and held it in 1 quarter. The position peaked at $84K in Q4 2019. 767 funds tracked by Wall St. Rank hold VGT as of Q1 2020.

  • Maltin Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 2,728 Vanguard Information Technology ETF shares in Q1 2020, an estimated $84K.
  • Maltin Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Vanguard Information Technology ETF position peaked at $84K in Q4 2019.
  • 767 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.