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One Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

One Wealth Advisors’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
Q4 		– Sell
-712
Closed -$18K – 454
2018
Q3 		$18K Buy
+712
New +$17.3K 0.01% 323

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

One Wealth Advisors's VGT Position: Q4 2018 in Review

One Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q4 2018, closing a stake of 712 shares — an estimated $18K sold.

One Wealth Advisors first reported a position in VGT in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 586 funds tracked by Wall St. Rank hold VGT as of Q4 2018.

  • One Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 712 Vanguard Information Technology ETF shares in Q4 2018, an estimated $18K.
  • One Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 1 quarter.
  • One Wealth Advisors's Vanguard Information Technology ETF position peaked at $18K in Q3 2018.
  • 586 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.