SWS Partners’s Vanguard Information Technology ETF VGT Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-408	Closed	-$8K	–	305
2018 Q1	$8K	Buy	408 +8	+2%	+$175	0.01%	277
2017 Q4	$8K	Buy	+400	New	+$8.11K	0.01%	280

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

MIFH

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

SWS Partners's VGT Position: Q2 2018 in Review

SWS Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2018, closing a stake of 408 shares — an estimated $8K sold.

SWS Partners first reported a position in VGT in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 517 funds tracked by Wall St. Rank hold VGT as of Q2 2018.

SWS Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 408 Vanguard Information Technology ETF shares in Q2 2018, an estimated $8K.
SWS Partners first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's Vanguard Information Technology ETF position peaked at $8K in Q1 2018.
517 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.