Omnia Family Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-296	Closed	-$7K	–	506
2019 Q1	$7K	Hold	296	–	–	﹤0.01%	291
2018 Q4	$6K	Hold	296	–	–	﹤0.01%	280
2018 Q3	$7K	Hold	296	–	–	﹤0.01%	285
2018 Q2	$7K	Buy	+296	New	+$6.65K	﹤0.01%	284
2017 Q1	–	Sell	-2,464	Closed	-$37K	–	777
2016 Q4	$37K	Buy	+2,464	New	+$37.1K	0.02%	174

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Omnia Family Wealth's VGT Position: Q2 2019 in Review

Omnia Family Wealth sold out of Vanguard Information Technology ETF (VGT) in Q2 2019, closing a stake of 296 shares — an estimated $7K sold.

Omnia Family Wealth first reported a position in VGT in Q4 2016 and held it in 5 quarters. The position peaked at $37K in Q4 2016. 612 funds tracked by Wall St. Rank hold VGT as of Q2 2019.

Omnia Family Wealth reported no remaining Vanguard Information Technology ETF position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 296 Vanguard Information Technology ETF shares in Q2 2019, an estimated $7K.
Omnia Family Wealth first reported a position in Vanguard Information Technology ETF in Q4 2016 and held it in 5 quarters.
Omnia Family Wealth's Vanguard Information Technology ETF position peaked at $37K in Q4 2016.
612 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.