Nichols & Pratt Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Nichols & Pratt Advisers’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
2019 Q4	–	Sell	-8,800	Closed	-$237K	–	103
2019 Q3	$237K	Hold	8,800	–	–	0.02%	97
2019 Q2	$232K	Hold	8,800	–	–	0.02%	101
2019 Q1	$221K	Buy	+8,800	New	+$204K	0.02%	101
2018 Q4	–	Sell	-8,800	Closed	-$223K	–	110
2018 Q3	$223K	Buy	+8,800	New	+$214K	0.02%	108

Other funds holding VGT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Nichols & Pratt Advisers's VGT Position: Q4 2019 in Review

Nichols & Pratt Advisers sold out of Vanguard Information Technology ETF (VGT) in Q4 2019, closing a stake of 8,800 shares — an estimated $237K sold.

Nichols & Pratt Advisers first reported a position in VGT in Q3 2018 and held it in 4 quarters. The position peaked at $237K in Q3 2019. 752 funds tracked by Wall St. Rank hold VGT as of Q4 2019.

Nichols & Pratt Advisers reported no remaining Vanguard Information Technology ETF position as of Q4 2019 after selling out during the quarter.
Nichols & Pratt Advisers sold 8,800 Vanguard Information Technology ETF shares in Q4 2019, an estimated $237K.
Nichols & Pratt Advisers first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 4 quarters.
Nichols & Pratt Advisers's Vanguard Information Technology ETF position peaked at $237K in Q3 2019.
752 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2019.

Based on Nichols & Pratt Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.