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Vaughan & Co Securities’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Vaughan & Co Securities’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-240
Closed -$8.47K – 96
2020
Q1 		$8.47K Hold
240
– – 0.01% 137
2019
Q4 		$9.69K Buy
+240
New +$9.14K 0.01% 143

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vaughan & Co Securities's IGM Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2020, closing a stake of 240 shares — an estimated $8.47K sold.

Vaughan & Co Securities first reported a position in IGM in Q4 2019 and held it in 2 quarters. The position peaked at $9.69K in Q4 2019. 196 funds tracked by Wall St. Rank hold IGM as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 240 iShares Expanded Tech Sector ETF shares in Q2 2020, an estimated $8.47K.
  • Vaughan & Co Securities first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares Expanded Tech Sector ETF position peaked at $9.69K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.