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

Private 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
2019 Q2	–	Sell	-10,744	Closed	-$224K	–	151
2019 Q1	$224K	Hold	10,744	–	–	0.13%	117
2018 Q4	$224K	Sell	10,744 -2,352	-18%	-$53.3K	0.13%	117
2018 Q3	$314K	Sell	13,096 -2,144	-14%	-$52.1K	0.16%	103
2018 Q2	$346K	Buy	+15,240	New	+$342K	0.17%	111

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Private Advisory Group's VGT Position: Q2 2019 in Review

Private Advisory Group sold out of Vanguard Information Technology ETF (VGT) in Q2 2019, closing a stake of 10,744 shares — an estimated $224K sold.

Private Advisory Group first reported a position in VGT in Q2 2018 and held it in 4 quarters. The position peaked at $346K in Q2 2018. 612 funds tracked by Wall St. Rank hold VGT as of Q2 2019.

Private Advisory Group reported no remaining Vanguard Information Technology ETF position as of Q2 2019 after selling out during the quarter.
Private Advisory Group sold 10,744 Vanguard Information Technology ETF shares in Q2 2019, an estimated $224K.
Private Advisory Group first reported a position in Vanguard Information Technology ETF in Q2 2018 and held it in 4 quarters.
Private Advisory Group's Vanguard Information Technology ETF position peaked at $346K in Q2 2018.
612 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2019.

Based on Private Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.