Wealthfront’s Vanguard Information Technology ETF VGT Stock Holding History

Wealthfront’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 Q3	$202K	Sell	7,992 -832	-9%	-$20.2K	﹤0.01%	508
2018 Q2	$200K	Sell	8,824 -1,176	-12%	-$26.4K	﹤0.01%	497
2018 Q1	$214K	Buy	10,000 +104	+1%	+$2.27K	﹤0.01%	486
2017 Q4	$204K	Buy	+9,896	New	+$201K	﹤0.01%	495
2015 Q4	–	Sell	-3,720	Closed	-$47K	–	1039
2015 Q3	$47K	Buy	3,720 +2,664	+252%	+$35K	﹤0.01%	530
2015 Q2	$14K	Buy	1,056 +1,008	+2,100%	+$13.7K	﹤0.01%	746
2015 Q1	$1K	Buy	+48	New	+$634	﹤0.01%	1145

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RBA

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Wealthfront's VGT Position: Q3 2018 in Review

Wealthfront reduced its Vanguard Information Technology ETF (VGT) stake by 9.4% in Q3 2018, selling an estimated $20.2K and leaving 7,992 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Wealthfront first reported a position in VGT in Q1 2015 and has held it in 7 quarters since. The position peaked at $214K in Q1 2018. 547 funds tracked by Wall St. Rank hold VGT as of Q3 2018.

Wealthfront held 7,992 shares of Vanguard Information Technology ETF worth $202K as of Q3 2018.
Wealthfront sold 832 Vanguard Information Technology ETF shares in Q3 2018, an estimated $20.2K.
Vanguard Information Technology ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #508 holding.
Wealthfront first reported a position in Vanguard Information Technology ETF in Q1 2015 and has held it in 7 quarters since.
Wealthfront's Vanguard Information Technology ETF position peaked at $214K in Q1 2018.
547 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.