MWM
VGT icon

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

Merriman 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
2018
Q3 		– Sell
-32,240
Closed -$731K – 183
2018
Q2 		$731K Buy
+32,240
New +$724K 0.17% 90

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Merriman Wealth Management's VGT Position: Q3 2018 in Review

Merriman Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2018, closing a stake of 32,240 shares — an estimated $731K sold.

Merriman Wealth Management first reported a position in VGT in Q2 2018 and held it in 1 quarter. The position peaked at $731K in Q2 2018. 546 funds tracked by Wall St. Rank hold VGT as of Q3 2018.

  • Merriman Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q3 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 32,240 Vanguard Information Technology ETF shares in Q3 2018, an estimated $731K.
  • Merriman Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Vanguard Information Technology ETF position peaked at $731K in Q2 2018.
  • 546 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2018.

Based on Merriman Wealth Management's 13F filing for Q3 2018, filed 6 Nov 2018.