Aveo Capital Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Aveo Capital Partners’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	-6,384	Closed	-$450K	–	153
2025 Q1	$450K	Buy	6,384 +32	+0.5%	+$2.41K	0.07%	121
2024 Q4	$494K	Buy	+6,352	New	+$488K	0.05%	210
2024 Q2	–	Sell	-40,232	Closed	-$2.56M	–	371
2024 Q1	$2.56M	Buy	40,232 +3,296	+9%	+$209K	0.28%	88
2023 Q4	$2.23M	Buy	36,936 +20,696	+127%	+$1.15M	0.27%	87
2023 Q3	$842K	Buy	16,240 +1,720	+12%	+$93.5K	0.11%	140
2023 Q2	$803K	Buy	14,520 +4,480	+45%	+$225K	0.1%	147
2023 Q1	$484K	Buy	10,040 +520	+5%	+$23K	0.06%	196
2022 Q4	$380K	Buy	9,520 +3,240	+52%	+$132K	0.06%	229
2022 Q3	$241K	Buy	6,280 +1,128	+22%	+$49.6K	0.04%	244
2022 Q2	$210K	Buy	+5,152	New	+$232K	0.03%	255

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

Aveo Capital Partners's VGT Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 6,384 shares — an estimated $450K sold.

Aveo Capital Partners first reported a position in VGT in Q2 2022 and held it in 10 quarters. The position peaked at $2.56M in Q1 2024. 1,784 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Aveo Capital Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 6,384 Vanguard Information Technology ETF shares in Q2 2025, an estimated $450K.
Aveo Capital Partners first reported a position in Vanguard Information Technology ETF in Q2 2022 and held it in 10 quarters.
Aveo Capital Partners's Vanguard Information Technology ETF position peaked at $2.56M in Q1 2024.
1,784 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.