Sound View Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Sound View Wealth 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
2019 Q1	$2.31M	Buy	92,008 +14,336	+18%	+$333K	0.72%	40
2018 Q4	$1.62M	Buy	+77,672	New	+$1.76M	0.59%	51

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

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

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

BCMIO

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

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

Sound View Wealth Advisors's VGT Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 18% in Q1 2019, buying an estimated $333K and bringing the position to 92,008 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #40.

Sound View Wealth Advisors first reported a position in VGT in Q4 2018 and has held it in 2 quarters since. 607 funds tracked by Wall St. Rank hold VGT as of Q1 2019.

Sound View Wealth Advisors held 92,008 shares of Vanguard Information Technology ETF worth $2.31M as of Q1 2019.
Sound View Wealth Advisors bought 14,336 Vanguard Information Technology ETF shares in Q1 2019, an estimated $333K.
Vanguard Information Technology ETF made up 0.72% of Sound View Wealth Advisors's portfolio in Q1 2019, its #40 holding.
Sound View Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 2 quarters since.
607 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.