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Winslow Evans & Crocker’s Vanguard Information Technology ETF VGT Stock Holding History

Winslow Evans & Crocker’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
Q4 		$328K Buy
7,416
+3,368
+83% +$139K 0.06% 248
2020
Q3 		$158K Hold
4,048
– – 0.04% 300
2020
Q2 		$141K Hold
4,048
– – 0.04% 307
2020
Q1 		$108K Sell
4,048
-304
-7% -$9.21K 0.04% 319
2019
Q4 		$136K Hold
4,352
– – 0.03% 343
2019
Q3 		$120K Hold
4,352
– – 0.03% 360
2019
Q2 		$116K Sell
4,352
-112
-3% -$2.89K 0.03% 371
2019
Q1 		$114K Hold
4,464
– – 0.03% 365
2018
Q4 		$94K Buy
4,464
+2,464
+123% +$55.8K 0.03% 369
2018
Q3 		$54K Hold
2,000
– – 0.02% 474
2018
Q2 		$48K Hold
2,000
– – 0.02% 506
2018
Q1 		$42.8K Hold
2,000
– – 0.01% 512
2017
Q4 		$41.2K Hold
2,000
– – 0.01% 526
2017
Q3 		$38K Sell
2,000
-1,840
-48% -$34.1K 0.01% 538
2017
Q2 		$67.6K Sell
3,840
-480
-11% -$8.46K 0.02% 496
2017
Q1 		$73.2K Sell
4,320
-3,872
-47% -$63.3K 0.02% 464
2016
Q4 		$124K Hold
8,192
– – 0.04% 364
2016
Q3 		$123K Buy
8,192
+800
+11% +$11.6K 0.04% 365
2016
Q2 		$98.8K Buy
7,392
+872
+13% +$11.7K 0.03% 380
2016
Q1 		$89.3K Sell
6,520
-8
-0.1% -$102 0.03% 391
2015
Q4 		$88.3K Buy
6,528
+800
+14% +$10.9K 0.03% 423
2015
Q3 		$71.5K Hold
5,728
– – 0.02% 449
2015
Q2 		$76K Hold
5,728
– – 0.02% 472
2015
Q1 		$76.2K Buy
5,728
+752
+15% +$9.93K 0.02% 469
2014
Q4 		$64.8K Sell
4,976
-880
-15% -$11.2K 0.02% 490
2014
Q3 		$73.1K Buy
5,856
+16
+0.3% +$199 0.02% 484
2014
Q2 		$70.7K Buy
5,840
+200
+4% +$2.31K 0.02% 439
2014
Q1 		$64.5K Buy
5,640
+2,560
+83% +$28.8K 0.02% 442
2013
Q4 		$34K Buy
+3,080
New +$32.6K 0.01% 580

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Winslow Evans & Crocker's VGT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Information Technology ETF (VGT) stake by 83% in Q4 2020, buying an estimated $139K and bringing the position to 7,416 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #248.

Winslow Evans & Crocker first reported a position in VGT in Q4 2013 and has held it in 29 quarters since. 992 funds tracked by Wall St. Rank hold VGT as of Q4 2020.

  • Winslow Evans & Crocker held 7,416 shares of Vanguard Information Technology ETF worth $328K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,368 Vanguard Information Technology ETF shares in Q4 2020, an estimated $139K.
  • Vanguard Information Technology ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #248 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Information Technology ETF in Q4 2013 and has held it in 29 quarters since.
  • 992 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.