SevenBridge Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-1,872	Closed	-$49K	–	553
2019 Q2	$49K	Hold	1,872	–	–	0.02%	285
2019 Q1	$47K	Buy	1,872 +64	+4%	+$1.49K	0.02%	251
2018 Q4	$38K	Hold	1,808	–	–	0.02%	236
2018 Q3	$46K	Hold	1,808	–	–	0.02%	244
2018 Q2	$41K	Hold	1,808	–	–	0.02%	263
2018 Q1	$39K	Hold	1,808	–	–	0.02%	272
2017 Q4	$37K	Hold	1,808	–	–	0.02%	297
2017 Q3	$34K	Hold	1,808	–	–	0.02%	305
2017 Q2	$32K	Hold	1,808	–	–	0.02%	326
2017 Q1	$30K	Sell	1,808 -2,176	-55%	-$35.6K	0.02%	321
2016 Q4	$59K	Hold	3,984	–	–	0.04%	235
2016 Q3	$59K	Sell	3,984 -912	-19%	-$13.2K	0.04%	232
2016 Q2	$66K	Buy	+4,896	New	+$65.8K	0.05%	234

Other funds holding VGT

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

HIIFS

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

SevenBridge Financial Group's VGT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q3 2019, closing a stake of 1,872 shares — an estimated $49K sold.

SevenBridge Financial Group first reported a position in VGT in Q2 2016 and held it in 13 quarters. The position peaked at $66K in Q2 2016. 623 funds tracked by Wall St. Rank hold VGT as of Q3 2019.

SevenBridge Financial Group reported no remaining Vanguard Information Technology ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,872 Vanguard Information Technology ETF shares in Q3 2019, an estimated $49K.
SevenBridge Financial Group first reported a position in Vanguard Information Technology ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Vanguard Information Technology ETF position peaked at $66K in Q2 2016.
623 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.