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

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthstreet Investment Advisors's VGT Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2021, closing a stake of 15,984 shares — an estimated $716K sold.

Wealthstreet Investment Advisors first reported a position in VGT in Q4 2017 and held it in 14 quarters. The position peaked at $1.03M in Q3 2018. 1,022 funds tracked by Wall St. Rank hold VGT as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 15,984 Vanguard Information Technology ETF shares in Q2 2021, an estimated $716K.
Wealthstreet Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Vanguard Information Technology ETF position peaked at $1.03M in Q3 2018.
1,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.