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

WP 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
2018 Q4	–	Sell	-432	Closed	-$11K	–	228
2018 Q3	$11K	Hold	432	–	–	0.01%	208
2018 Q2	$10K	Buy	+432	New	+$9.7K	0.01%	224

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WP Advisors's VGT Position: Q4 2018 in Review

WP Advisors sold out of Vanguard Information Technology ETF (VGT) in Q4 2018, closing a stake of 432 shares — an estimated $11K sold.

WP Advisors first reported a position in VGT in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 585 funds tracked by Wall St. Rank hold VGT as of Q4 2018.

WP Advisors reported no remaining Vanguard Information Technology ETF position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 432 Vanguard Information Technology ETF shares in Q4 2018, an estimated $11K.
WP Advisors first reported a position in Vanguard Information Technology ETF in Q2 2018 and held it in 2 quarters.
WP Advisors's Vanguard Information Technology ETF position peaked at $11K in Q3 2018.
585 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.