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

SVA 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
2020 Q4	$257K	Sell	5,816 -6,104	-51%	-$251K	0.02%	211
2020 Q3	$464K	Buy	11,920 +5,640	+90%	+$212K	0.05%	154
2020 Q2	$219K	Buy	+6,280	New	+$196K	0.02%	190
2019 Q2	–	Sell	-10,032	Closed	-$252K	–	219
2019 Q1	$252K	Hold	10,032	–	–	0.02%	192
2018 Q4	$209K	Sell	10,032 -2,144	-18%	-$48.6K	0.02%	197
2018 Q3	$308K	Hold	12,176	–	–	0.03%	183
2018 Q2	$276K	Buy	+12,176	New	+$273K	0.03%	186

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

MIFH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

SVA Wealth Management's VGT Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 51% in Q4 2020, selling an estimated $251K and leaving 5,816 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #211.

SVA Wealth Management first reported a position in VGT in Q2 2018 and has held it in 7 quarters since. The position peaked at $464K in Q3 2020. 992 funds tracked by Wall St. Rank hold VGT as of Q4 2020.

SVA Wealth Management held 5,816 shares of Vanguard Information Technology ETF worth $257K as of Q4 2020.
SVA Wealth Management sold 6,104 Vanguard Information Technology ETF shares in Q4 2020, an estimated $251K.
Vanguard Information Technology ETF made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #211 holding.
SVA Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 7 quarters since.
SVA Wealth Management's Vanguard Information Technology ETF position peaked at $464K in Q3 2020.
992 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.