Vickerman & Driscoll Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Vickerman & Driscoll Financial Advisors’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 Q4	–	Sell	-3,768	Closed	-$95K	–	107
2018 Q3	$95K	Hold	3,768	–	–	0.07%	75
2018 Q2	$85K	Buy	3,768 +88	+2%	+$1.98K	0.06%	75
2018 Q1	$79K	Hold	3,680	–	–	0.06%	78
2017 Q4	$76K	Buy	+3,680	New	+$74.6K	0.06%	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

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

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

RBA

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

MIFH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VGT Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Information Technology ETF (VGT) in Q4 2018, closing a stake of 3,768 shares — an estimated $95K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VGT in Q4 2017 and held it in 4 quarters. The position peaked at $95K in Q3 2018. 585 funds tracked by Wall St. Rank hold VGT as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Information Technology ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 3,768 Vanguard Information Technology ETF shares in Q4 2018, an estimated $95K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Information Technology ETF position peaked at $95K in Q3 2018.
585 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.