Polaris Wealth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Polaris Wealth Advisory Group’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	-3,960	Closed	-$100K	–	449
2018 Q3	$100K	Buy	+3,960	New	+$96.3K	0.01%	193
2015 Q1	–	Sell	-15,520	Closed	-$203K	–	93
2014 Q4	$203K	Buy	+15,520	New	+$198K	0.04%	75
2014 Q2	–	Sell	-7,800	Closed	-$89K	–	147
2014 Q1	$89K	Sell	7,800 -1,400	-15%	-$15.8K	0.02%	92
2013 Q4	$103K	Buy	+9,200	New	+$97.5K	0.03%	93

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

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

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 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

Polaris Wealth Advisory Group's VGT Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Information Technology ETF (VGT) in Q4 2018, closing a stake of 3,960 shares — an estimated $100K sold.

Polaris Wealth Advisory Group first reported a position in VGT in Q4 2013 and held it in 4 quarters. The position peaked at $203K in Q4 2014. 586 funds tracked by Wall St. Rank hold VGT as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Information Technology ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,960 Vanguard Information Technology ETF shares in Q4 2018, an estimated $100K.
Polaris Wealth Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Vanguard Information Technology ETF position peaked at $203K in Q4 2014.
586 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.