OWD
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Osborn Williams & Donohoe’s Vanguard Information Technology ETF VGT Stock Holding History

Osborn Williams & Donohoe’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
-200
Closed -$5K – 646
2019
Q1 		$5K Buy
+200
New +$4.65K ﹤0.01% 689

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Osborn Williams & Donohoe's VGT Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Information Technology ETF (VGT) in Q2 2019, closing a stake of 200 shares — an estimated $5K sold.

Osborn Williams & Donohoe first reported a position in VGT in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 612 funds tracked by Wall St. Rank hold VGT as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Information Technology ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 200 Vanguard Information Technology ETF shares in Q2 2019, an estimated $5K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Information Technology ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Information Technology ETF position peaked at $5K in Q1 2019.
  • 612 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.