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Wealthspire Advisors (Maryland)’s Vanguard Information Technology ETF VGT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.05M Sell
26,888
-9,064
-25% -$341K 0.04% 187
2020
Q2 		$1.25M Buy
35,952
+760
+2% +$23.7K 0.09% 135
2020
Q1 		$932K Sell
35,192
-1,136
-3% -$34.4K 0.08% 144
2019
Q4 		$1.11M Sell
36,328
-4,360
-11% -$125K 0.07% 154
2019
Q3 		$1.1M Sell
40,688
-704
-2% -$19K 0.08% 132
2019
Q2 		$1.09M Sell
41,392
-128
-0.3% -$3.3K 0.08% 131
2019
Q1 		$1.04M Sell
41,520
-5,152
-11% -$120K 0.08% 134
2018
Q4 		$973K Sell
46,672
-6,000
-11% -$136K 0.09% 124
2018
Q3 		$1.33M Sell
52,672
-32
-0.1% -$778 0.11% 108
2018
Q2 		$1.2M Sell
52,704
-4,416
-8% -$99.2K 0.11% 112
2018
Q1 		$1.22M Sell
57,120
-5,576
-9% -$122K 0.12% 110
2017
Q4 		$1.29M Sell
62,696
-7,216
-10% -$146K 0.13% 110
2017
Q3 		$1.33M Buy
69,912
+6,416
+10% +$119K 0.14% 104
2017
Q2 		$1.12M Buy
63,496
+51,552
+432% +$908K 0.13% 112
2017
Q1 		$202K Buy
11,944
+4,800
+67% +$78.4K 0.03% 390
2016
Q4 		$108K Hold
7,144
– – 0.02% 553
2016
Q3 		$107K Buy
7,144
+584
+9% +$8.46K 0.02% 553
2016
Q2 		$88K Sell
6,560
-6,760
-51% -$90.8K 0.01% 557
2016
Q1 		$182K Sell
13,320
-6,560
-33% -$83.6K 0.03% 387
2015
Q4 		$269K Buy
+19,880
New +$271K 0.05% 281

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VGT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Vanguard Information Technology ETF (VGT) stake by 25% in Q3 2020, selling an estimated $341K and leaving 26,888 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #187.

Wealthspire Advisors (Maryland) first reported a position in VGT in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2018. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 26,888 shares of Vanguard Information Technology ETF worth $1.05M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 9,064 Vanguard Information Technology ETF shares in Q3 2020, an estimated $341K.
  • Vanguard Information Technology ETF made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #187 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Vanguard Information Technology ETF position peaked at $1.33M in Q3 2018.
  • 871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.