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Okabena Investment Services’s Vanguard Information Technology ETF VGT Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-7,280
Closed -$193K – 86
2020
Q1 		$193K Hold
7,280
– – 0.22% 61
2019
Q4 		$223K Buy
+7,280
New +$208K 0.21% 53

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Okabena Investment Services's VGT Position: Q2 2020 in Review

Okabena Investment Services sold out of Vanguard Information Technology ETF (VGT) in Q2 2020, closing a stake of 7,280 shares — an estimated $193K sold.

Okabena Investment Services first reported a position in VGT in Q4 2019 and held it in 2 quarters. The position peaked at $223K in Q4 2019. 822 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

  • Okabena Investment Services reported no remaining Vanguard Information Technology ETF position as of Q2 2020 after selling out during the quarter.
  • Okabena Investment Services sold 7,280 Vanguard Information Technology ETF shares in Q2 2020, an estimated $193K.
  • Okabena Investment Services first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 2 quarters.
  • Okabena Investment Services's Vanguard Information Technology ETF position peaked at $223K in Q4 2019.
  • 822 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on Okabena Investment Services's 13F filing for Q2 2020, filed 10 Aug 2020.