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WIA
Wealthstreet Investment Advisors’s
Vanguard Information Technology ETF
VGT
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-15,984
Closed
-$716K
–
316
2021
Q1
$716K
Sell
15,984
-2,344
-13%
-$105K
0.07%
210
2020
Q4
$811K
Sell
18,328
-40
-0.2%
-$1.65K
0.08%
182
2020
Q3
$715K
Buy
18,368
+168
+0.9%
+$6.32K
0.08%
183
2020
Q2
$634K
Sell
18,200
-440
-2%
-$13.7K
0.08%
181
2020
Q1
$494K
Buy
18,640
+1,200
+7%
+$36.4K
0.07%
193
2019
Q4
$534K
Hold
17,440
–
–
0.06%
229
2019
Q3
$485K
Buy
17,440
+80
+0.5%
+$2.15K
0.06%
226
2019
Q2
$458K
Hold
17,360
–
–
0.06%
236
2019
Q1
$435K
Hold
17,360
–
–
0.06%
243
2018
Q4
$383K
Sell
17,360
-23,400
-57%
-$530K
0.05%
239
2018
Q3
$1.03M
Hold
40,760
–
–
0.13%
150
2018
Q2
$924K
Hold
40,760
–
–
0.12%
159
2018
Q1
$871K
Sell
40,760
-1,280
-3%
-$27.9K
0.11%
169
2017
Q4
$866K
Buy
+42,040
New
+$852K
0.1%
172
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1-Year Est. Return
VMPIC
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$17B AUM
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
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$431B AUM
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1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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