Psagot Value Holdings’s Vanguard Information Technology ETF VGT Stock Holding History

Psagot Value Holdings’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
2023 Q1	–	Sell	-160	Closed	-$6K	–	614
2022 Q4	$6K	Sell	160 -608	-79%	-$24.8K	﹤0.01%	332
2022 Q3	$30K	Buy	+768	New	+$33.8K	0.01%	273
2021 Q3	–	Sell	-800	Closed	-$40K	–	458
2021 Q2	$40K	Sell	800 -7,600	-90%	-$358K	﹤0.01%	366
2021 Q1	$376K	Sell	8,400 -240	-3%	-$10.8K	0.01%	239
2020 Q4	$382K	Hold	8,640	–	–	0.01%	219
2020 Q3	$336K	Sell	8,640 -272	-3%	-$10.2K	0.01%	226
2020 Q2	$310K	Hold	8,912	–	–	0.01%	212
2020 Q1	$236K	Hold	8,912	–	–	0.01%	205
2019 Q4	$273K	Hold	8,912	–	–	0.01%	256
2019 Q3	$240K	Hold	8,912	–	–	0.01%	241
2019 Q2	$235K	Hold	8,912	–	–	0.01%	253
2019 Q1	$224K	Hold	8,912	–	–	0.01%	254
2018 Q4	$186K	Sell	8,912 -40,640	-82%	-$921K	0.01%	259
2018 Q3	$1.25M	Hold	49,552	–	–	0.06%	139
2018 Q2	$1.12M	Hold	49,552	–	–	0.05%	135
2018 Q1	$1.06M	Buy	49,552 +29,552	+148%	+$645K	0.05%	155
2017 Q4	$412K	Hold	20,000	–	–	0.02%	185
2017 Q3	$380K	Sell	20,000 -4,000	-17%	-$74.1K	0.02%	200
2017 Q2	$423K	Hold	24,000	–	–	0.02%	188
2017 Q1	$407K	Sell	24,000 -33,376	-58%	-$545K	0.02%	195
2016 Q4	$871K	Hold	57,376	–	–	0.04%	151
2016 Q3	$863K	Buy	57,376 +16	+0%	+$232	0.04%	151
2016 Q2	$768K	Buy	57,360 +11,000	+24%	+$148K	0.03%	150
2016 Q1	$635K	Hold	46,360	–	–	0.03%	187
2015 Q4	$628K	Buy	46,360 +15,000	+48%	+$205K	0.02%	198
2015 Q3	$392K	Hold	31,360	–	–	0.01%	209
2015 Q2	$416K	Hold	31,360	–	–	0.01%	215
2015 Q1	$418K	Hold	31,360	–	–	0.01%	199
2014 Q4	$410K	Hold	31,360	–	–	0.01%	192
2014 Q3	$392K	Buy	31,360 +19,240	+159%	+$239K	0.01%	181
2014 Q2	$147K	Buy	+12,120	New	+$140K	﹤0.01%	258

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Psagot Value Holdings's VGT Position: Q1 2023 in Review

Psagot Value Holdings sold out of Vanguard Information Technology ETF (VGT) in Q1 2023, closing a stake of 160 shares — an estimated $6K sold.

Psagot Value Holdings first reported a position in VGT in Q2 2014 and held it in 31 quarters. The position peaked at $1.25M in Q3 2018. 1,196 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

Psagot Value Holdings reported no remaining Vanguard Information Technology ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 160 Vanguard Information Technology ETF shares in Q1 2023, an estimated $6K.
Psagot Value Holdings first reported a position in Vanguard Information Technology ETF in Q2 2014 and held it in 31 quarters.
Psagot Value Holdings's Vanguard Information Technology ETF position peaked at $1.25M in Q3 2018.
1,196 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.