AmeriServ Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

AmeriServ Wealth 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
2025 Q2	–	Sell	-9,672	Closed	-$656K	–	63
2025 Q1	$656K	Sell	9,672 -8,648	-47%	-$652K	0.38%	31
2024 Q4	$1.42M	Buy	+18,320	New	+$1.41M	0.77%	20
2023 Q3	–	Sell	-31,592	Closed	-$1.75M	–	48
2023 Q2	$1.75M	Buy	31,592 +18,976	+150%	+$953K	3.31%	7
2023 Q1	$608K	Buy	+12,616	New	+$558K	1.4%	18
2015 Q3	–	Sell	-140,152	Closed	-$1.86M	–	139
2015 Q2	$1.86M	Sell	140,152 -38,056	-21%	-$518K	2.16%	7
2015 Q1	$2.37M	Buy	178,208 +2,872	+2%	+$37.9K	2.73%	6
2014 Q4	$2.29M	Buy	+175,336	New	+$2.24M	2.22%	7

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AmeriServ Wealth Advisors's VGT Position: Q2 2025 in Review

AmeriServ Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 9,672 shares — an estimated $656K sold.

AmeriServ Wealth Advisors first reported a position in VGT in Q4 2014 and held it in 7 quarters. The position peaked at $2.37M in Q1 2015. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

AmeriServ Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
AmeriServ Wealth Advisors sold 9,672 Vanguard Information Technology ETF shares in Q2 2025, an estimated $656K.
AmeriServ Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2014 and held it in 7 quarters.
AmeriServ Wealth Advisors's Vanguard Information Technology ETF position peaked at $2.37M in Q1 2015.
1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.