Mid Atlantic Financial Management’s Vanguard Information Technology ETF VGT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.69M	Buy	33,592 +400	+1%	+$20.7K	0.11%	161
2021 Q2	$1.66M	Sell	33,192 -400	-1%	-$18.9K	0.11%	161
2021 Q1	$1.5M	Buy	33,592 +32	+0.1%	+$1.44K	0.11%	165
2020 Q4	$1.48M	Buy	33,560 +3,152	+10%	+$130K	0.11%	162
2020 Q3	$1.23M	Buy	30,408 +752	+3%	+$28.3K	0.11%	172
2020 Q2	$1.03M	Buy	29,656 +1,768	+6%	+$55.2K	0.1%	185
2020 Q1	$739K	Buy	27,888 +488	+2%	+$14.8K	0.08%	224
2019 Q4	$839K	Buy	27,400 +224	+0.8%	+$6.41K	0.08%	268
2019 Q3	$732K	Sell	27,176 -2,496	-8%	-$67.2K	0.08%	263
2019 Q2	$782K	Sell	29,672 -584	-2%	-$15.1K	0.08%	261
2019 Q1	$759K	Buy	30,256 +856	+3%	+$19.9K	0.08%	251
2018 Q4	$613K	Buy	+29,400	New	+$666K	0.08%	276

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Mid Atlantic Financial Management's VGT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Information Technology ETF (VGT) stake by 1.2% in Q3 2021, buying an estimated $20.7K and bringing the position to 33,592 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #161.

Mid Atlantic Financial Management first reported a position in VGT in Q4 2018 and has held it in 12 quarters since. 1,048 funds tracked by Wall St. Rank hold VGT as of Q3 2021.

Mid Atlantic Financial Management held 33,592 shares of Vanguard Information Technology ETF worth $1.69M as of Q3 2021.
Mid Atlantic Financial Management bought 400 Vanguard Information Technology ETF shares in Q3 2021, an estimated $20.7K.
Vanguard Information Technology ETF made up 0.11% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #161 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 12 quarters since.
1,048 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.