USA Financial Formulas’s Vanguard Information Technology ETF VGT Stock Holding History

USA Financial Formulas’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	–	Sell	-21,584	Closed	-$572K	–	334
2020 Q1	$572K	Buy	+21,584	New	+$654K	0.36%	78
2019 Q1	–	Sell	-37,528	Closed	-$950K	–	348
2018 Q4	$950K	Sell	37,528 -1,488	-4%	-$33.7K	0.24%	72
2018 Q3	$885K	Buy	+39,016	New	+$949K	0.22%	75

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 $14.7B AUM 47% 1-Year Est. Return

USA Financial Formulas's VGT Position: Q2 2020 in Review

USA Financial Formulas sold out of Vanguard Information Technology ETF (VGT) in Q2 2020, closing a stake of 21,584 shares — an estimated $572K sold.

USA Financial Formulas first reported a position in VGT in Q3 2018 and held it in 3 quarters. The position peaked at $950K in Q4 2018. 822 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

USA Financial Formulas reported no remaining Vanguard Information Technology ETF position as of Q2 2020 after selling out during the quarter.
USA Financial Formulas sold 21,584 Vanguard Information Technology ETF shares in Q2 2020, an estimated $572K.
USA Financial Formulas first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 3 quarters.
USA Financial Formulas's Vanguard Information Technology ETF position peaked at $950K in Q4 2018.
822 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on USA Financial Formulas's 13F filing for Q2 2020, filed 11 Aug 2020.