WealthShield Partners’s Vanguard Information Technology ETF VGT Stock Holding History

WealthShield Partners’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
2021 Q2	–	Sell	-100,784	Closed	-$4.52M	–	1148
2021 Q1	$4.52M	Sell	100,784 -5,768	-5%	-$259K	0.81%	37
2020 Q4	$4.71M	Buy	106,552 +98,944	+1,301%	+$4.07M	0.87%	35
2020 Q3	$296K	Sell	7,608 -3,096	-29%	-$117K	0.1%	194
2020 Q2	$373K	Buy	+10,704	New	+$334K	0.17%	133
2018 Q4	–	Sell	-368	Closed	-$9K	–	286
2018 Q3	$9K	Buy	+368	New	+$8.95K	0.01%	212

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's VGT Position: Q2 2021 in Review

WealthShield Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2021, closing a stake of 100,784 shares — an estimated $4.52M sold.

WealthShield Partners first reported a position in VGT in Q3 2018 and held it in 5 quarters. The position peaked at $4.71M in Q4 2020. 1,021 funds tracked by Wall St. Rank hold VGT as of Q2 2021.

WealthShield Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 100,784 Vanguard Information Technology ETF shares in Q2 2021, an estimated $4.52M.
WealthShield Partners first reported a position in Vanguard Information Technology ETF in Q3 2018 and held it in 5 quarters.
WealthShield Partners's Vanguard Information Technology ETF position peaked at $4.71M in Q4 2020.
1,021 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.