SWM
VGT icon

Strategic Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Strategic Wealth Management’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
2015
Q3 		– Sell
-56,128
Closed -$745K – 38
2015
Q2 		$745K Sell
56,128
-3,200
-5% -$43.6K 0.86% 26
2015
Q1 		$790K Hold
59,328
– – 0.79% 22
2014
Q4 		$775K Sell
59,328
-4,040
-6% -$51.5K 0.75% 28
2014
Q3 		$793K Sell
63,368
-20,688
-25% -$257K 0.83% 29
2014
Q2 		$1.02M Buy
84,056
+4,400
+6% +$50.8K 1.04% 18
2014
Q1 		$911K Buy
79,656
+496
+0.6% +$5.58K 0.85% 23
2013
Q4 		$886K Hold
79,160
– – 0.9% 24
2013
Q3 		$799K Hold
79,160
– – 0.88% 22
2013
Q2 		$732K Buy
+79,160
New +$733K 0.77% 22

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return