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Stanford Investment Group’s Vanguard Information Technology ETF VGT Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-5,520
Closed -$84K – 278
2016
Q4 		$84K Buy
+5,520
New +$83.2K 0.04% 100

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Stanford Investment Group's VGT Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Information Technology ETF (VGT) in Q1 2017, closing a stake of 5,520 shares — an estimated $84K sold.

Stanford Investment Group first reported a position in VGT in Q4 2016 and held it in 1 quarter. The position peaked at $84K in Q4 2016. 383 funds tracked by Wall St. Rank hold VGT as of Q1 2017.

  • Stanford Investment Group reported no remaining Vanguard Information Technology ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 5,520 Vanguard Information Technology ETF shares in Q1 2017, an estimated $84K.
  • Stanford Investment Group first reported a position in Vanguard Information Technology ETF in Q4 2016 and held it in 1 quarter.
  • Stanford Investment Group's Vanguard Information Technology ETF position peaked at $84K in Q4 2016.
  • 383 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.