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WFG Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

WFG 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
2017
Q2 		$196K Buy
11,144
+3,800
+52% +$66.9K 0.04% 372
2017
Q1 		$125K Buy
7,344
+2,696
+58% +$44.1K 0.03% 433
2016
Q4 		$71K Hold
4,648
– – 0.02% 632
2016
Q3 		$70K Sell
4,648
-1,040
-18% -$15.1K 0.02% 625
2016
Q2 		$76K Sell
5,688
-896
-14% -$12K 0.02% 576
2016
Q1 		$90K Sell
6,584
-592
-8% -$7.55K 0.03% 501
2015
Q4 		$97K Buy
7,176
+600
+9% +$8.19K 0.03% 477
2015
Q3 		$82K Sell
6,576
-3,488
-35% -$45.8K 0.03% 502
2015
Q2 		$134K Buy
10,064
+3,184
+46% +$43.4K 0.04% 458
2015
Q1 		$92K Sell
6,880
-800
-10% -$10.6K 0.03% 556
2014
Q4 		$100K Sell
7,680
-672
-8% -$8.57K 0.02% 639
2014
Q3 		$104K Sell
8,352
-320
-4% -$3.98K 0.02% 653
2014
Q2 		$105K Buy
8,672
+320
+4% +$3.69K 0.02% 645
2014
Q1 		$96K Hold
8,352
– – 0.02% 649
2013
Q4 		$93K Sell
8,352
-16,512
-66% -$175K 0.01% 772
2013
Q3 		$251K Buy
24,864
+18,192
+273% +$179K 0.04% 427
2013
Q2 		$62K Buy
+6,672
New +$61.8K 0.01% 809

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

WFG Advisors's VGT Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Information Technology ETF (VGT) stake by 52% in Q2 2017, buying an estimated $66.9K and bringing the position to 11,144 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #372.

WFG Advisors first reported a position in VGT in Q2 2013 and has held it in 17 quarters since. The position peaked at $251K in Q3 2013. 397 funds tracked by Wall St. Rank hold VGT as of Q2 2017.

  • WFG Advisors held 11,144 shares of Vanguard Information Technology ETF worth $196K as of Q2 2017.
  • WFG Advisors bought 3,800 Vanguard Information Technology ETF shares in Q2 2017, an estimated $66.9K.
  • Vanguard Information Technology ETF made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #372 holding.
  • WFG Advisors first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Information Technology ETF position peaked at $251K in Q3 2013.
  • 397 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.