Simply Money Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Simply Money Advisors’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 Q1	$11.7M	Sell	545,384 -22,232	-4%	-$485K	1.64%	19
2017 Q4	$11.7M	Sell	567,616 -672	-0.1%	-$13.6K	1.51%	19
2017 Q3	$10.8M	Buy	568,288 +14,872	+3%	+$275K	1.43%	19
2017 Q2	$9.74M	Buy	+553,416	New	+$9.75M	1.33%	19

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simply Money Advisors's VGT Position: Q1 2018 in Review

Simply Money Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q1 2018, selling an estimated $485K and leaving 545,384 shares worth $11.7M. The position accounts for 1.64% of the portfolio, ranked #19.

Simply Money Advisors first reported a position in VGT in Q2 2017 and has held it in 4 quarters since. The position peaked at $11.7M in Q4 2017. 494 funds tracked by Wall St. Rank hold VGT as of Q1 2018.

Simply Money Advisors held 545,384 shares of Vanguard Information Technology ETF worth $11.7M as of Q1 2018.
Simply Money Advisors sold 22,232 Vanguard Information Technology ETF shares in Q1 2018, an estimated $485K.
Vanguard Information Technology ETF made up 1.64% of Simply Money Advisors's portfolio in Q1 2018, its #19 holding.
Simply Money Advisors first reported a position in Vanguard Information Technology ETF in Q2 2017 and has held it in 4 quarters since.
Simply Money Advisors's Vanguard Information Technology ETF position peaked at $11.7M in Q4 2017.
494 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.