Squar Milner Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-8,040	Closed	-$280K	–	188
2020 Q2	$280K	Hold	8,040	–	–	0.16%	160
2020 Q1	$212K	Hold	8,040	–	–	0.13%	159
2019 Q4	$246K	Sell	8,040 -560	-7%	-$16K	0.12%	169
2019 Q3	$335K	Buy	8,600 +560	+7%	+$15.1K	0.17%	143
2019 Q2	$212K	Hold	8,040	–	–	0.14%	153
2019 Q1	$201K	Hold	8,040	–	–	0.15%	165
2018 Q4	$168K	Buy	8,040 +576	+8%	+$13.1K	0.16%	155
2018 Q3	$189K	Buy	7,464 +360	+5%	+$8.75K	0.17%	162
2018 Q2	$161K	Buy	+7,104	New	+$160K	0.14%	188

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Squar Milner Financial Services's VGT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 8,040 shares — an estimated $280K sold.

Squar Milner Financial Services first reported a position in VGT in Q2 2018 and held it in 9 quarters. The position peaked at $335K in Q3 2019. 872 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

Squar Milner Financial Services reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 8,040 Vanguard Information Technology ETF shares in Q3 2020, an estimated $280K.
Squar Milner Financial Services first reported a position in Vanguard Information Technology ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Vanguard Information Technology ETF position peaked at $335K in Q3 2019.
872 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.