TrueWealth LLC’s Vanguard Information Technology ETF VGT Stock Holding History

TrueWealth LLC’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 Q2	$68K	Hold	1,960	–	–	0.03%	238
2020 Q1	$52K	Hold	1,960	–	–	0.03%	249
2019 Q4	$60K	Hold	1,960	–	–	0.02%	252
2019 Q3	$53K	Hold	1,960	–	–	0.02%	258
2019 Q2	$52K	Hold	1,960	–	–	0.02%	264
2019 Q1	$49K	Hold	1,960	–	–	0.02%	264
2018 Q4	$41K	Hold	1,960	–	–	0.02%	276
2018 Q3	$50K	Hold	1,960	–	–	0.02%	270
2018 Q2	$44K	Hold	1,960	–	–	0.02%	278
2018 Q1	$42K	Buy	+1,960	New	+$42.8K	0.02%	275

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

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

MIFH

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

TrueWealth LLC's VGT Position: Q2 2020 in Review

TrueWealth LLC held its Vanguard Information Technology ETF (VGT) position steady in Q2 2020 at 1,960 shares worth $68K. The position accounts for 0.03% of the portfolio, ranked #238.

TrueWealth LLC first reported a position in VGT in Q1 2018 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

TrueWealth LLC held 1,960 shares of Vanguard Information Technology ETF worth $68K as of Q2 2020.
TrueWealth LLC left its Vanguard Information Technology ETF share count unchanged in Q2 2020.
Vanguard Information Technology ETF made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #238 holding.
TrueWealth LLC first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 10 quarters since.
823 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.