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Source Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Source Financial 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
2021
Q1 		– Sell
-13,344
Closed -$590K – 117
2020
Q4 		$590K Buy
+13,344
New +$549K 0.16% 68

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Source Financial Advisors's VGT Position: Q1 2021 in Review

Source Financial Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2021, closing a stake of 13,344 shares — an estimated $590K sold.

Source Financial Advisors first reported a position in VGT in Q4 2020 and held it in 1 quarter. The position peaked at $590K in Q4 2020. 973 funds tracked by Wall St. Rank hold VGT as of Q1 2021.

  • Source Financial Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Source Financial Advisors sold 13,344 Vanguard Information Technology ETF shares in Q1 2021, an estimated $590K.
  • Source Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and held it in 1 quarter.
  • Source Financial Advisors's Vanguard Information Technology ETF position peaked at $590K in Q4 2020.
  • 973 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2021.

Based on Source Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.