PagnatoKarp Partners’s Vanguard Information Technology ETF VGT Stock Holding History

PagnatoKarp Partners’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	-15,600	Closed	-$413K	–	139
2020 Q1	$413K	Sell	15,600 -23,032	-60%	-$698K	0.1%	103
2019 Q4	$1.18M	Buy	38,632 +22,872	+145%	+$655K	0.21%	62
2019 Q3	$426K	Hold	15,760	–	–	0.08%	120
2019 Q2	$415K	Sell	15,760 -32,744	-68%	-$844K	0.09%	118
2019 Q1	$1.22M	Buy	48,504 +33,344	+220%	+$775K	0.27%	52
2018 Q4	$316K	Sell	15,160 -36,304	-71%	-$823K	0.07%	110
2018 Q3	$1.3M	Buy	51,464 +35,360	+220%	+$860K	0.38%	43
2018 Q2	$366K	Sell	16,104 -11,800	-42%	-$265K	0.12%	100
2018 Q1	$597K	Buy	+27,904	New	+$609K	0.25%	67
2017 Q3	–	Sell	-47,384	Closed	-$837K	–	141
2017 Q2	$837K	Sell	47,384 -12,376	-21%	-$218K	0.25%	55
2017 Q1	$1.01M	Buy	+59,760	New	+$977K	0.29%	44

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PagnatoKarp Partners's VGT Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2020, closing a stake of 15,600 shares — an estimated $413K sold.

PagnatoKarp Partners first reported a position in VGT in Q1 2017 and held it in 11 quarters. The position peaked at $1.3M in Q3 2018. 823 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

PagnatoKarp Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 15,600 Vanguard Information Technology ETF shares in Q2 2020, an estimated $413K.
PagnatoKarp Partners first reported a position in Vanguard Information Technology ETF in Q1 2017 and held it in 11 quarters.
PagnatoKarp Partners's Vanguard Information Technology ETF position peaked at $1.3M in Q3 2018.
823 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.