PW
VGT icon

Peninsula Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Peninsula 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
2018
Q3 		– Sell
-38,400
Closed -$871K – 34
2018
Q2 		$871K Hold
38,400
– – 0.51% 14
2018
Q1 		$821K Buy
+38,400
New +$838K 0.49% 14

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peninsula Wealth's VGT Position: Q3 2018 in Review

Peninsula Wealth sold out of Vanguard Information Technology ETF (VGT) in Q3 2018, closing a stake of 38,400 shares — an estimated $871K sold.

Peninsula Wealth first reported a position in VGT in Q1 2018 and held it in 2 quarters. The position peaked at $871K in Q2 2018. 546 funds tracked by Wall St. Rank hold VGT as of Q3 2018.

  • Peninsula Wealth reported no remaining Vanguard Information Technology ETF position as of Q3 2018 after selling out during the quarter.
  • Peninsula Wealth sold 38,400 Vanguard Information Technology ETF shares in Q3 2018, an estimated $871K.
  • Peninsula Wealth first reported a position in Vanguard Information Technology ETF in Q1 2018 and held it in 2 quarters.
  • Peninsula Wealth's Vanguard Information Technology ETF position peaked at $871K in Q2 2018.
  • 546 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2018.

Based on Peninsula Wealth's 13F filing for Q3 2018, filed 21 Nov 2018.