Smart Money Group’s Vanguard Information Technology ETF VGT Stock Holding History

Smart Money 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
2020 Q4	–	Sell	-78,400	Closed	-$3.05M	–	87
2020 Q3	$3.05M	Buy	78,400 +38,520	+97%	+$1.45M	1.31%	28
2020 Q2	$1.39M	Buy	+39,880	New	+$1.24M	0.82%	38

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

MIFH

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Smart Money Group's VGT Position: Q4 2020 in Review

Smart Money Group sold out of Vanguard Information Technology ETF (VGT) in Q4 2020, closing a stake of 78,400 shares — an estimated $3.05M sold.

Smart Money Group first reported a position in VGT in Q2 2020 and held it in 2 quarters. The position peaked at $3.05M in Q3 2020. 992 funds tracked by Wall St. Rank hold VGT as of Q4 2020.

Smart Money Group reported no remaining Vanguard Information Technology ETF position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 78,400 Vanguard Information Technology ETF shares in Q4 2020, an estimated $3.05M.
Smart Money Group first reported a position in Vanguard Information Technology ETF in Q2 2020 and held it in 2 quarters.
Smart Money Group's Vanguard Information Technology ETF position peaked at $3.05M in Q3 2020.
992 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.