WLPWM
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Walled Lake Planning & Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Walled Lake Planning & Wealth Management’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
-800
Closed -$21K – 371
2020
Q1 		$21K Buy
+800
New +$24.2K 0.02% 142

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
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

Walled Lake Planning & Wealth Management's VGT Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2020, closing a stake of 800 shares — an estimated $21K sold.

Walled Lake Planning & Wealth Management first reported a position in VGT in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 822 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 800 Vanguard Information Technology ETF shares in Q2 2020, an estimated $21K.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Vanguard Information Technology ETF position peaked at $21K in Q1 2020.
  • 822 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.