BWG
VGT icon

Balanced Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

Balanced Wealth Group’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
2026
Q1 		$352K Sell
4,040
-248
-6% -$22.8K 0.13% 56
2025
Q4 		$403K Sell
4,288
-192
-4% -$18.2K 0.15% 53
2025
Q3 		$368K Hold
4,480
– – 0.16% 51
2025
Q2 		$387K Hold
4,480
– – 0.17% 49
2025
Q1 		$304K Buy
4,480
+8
+0.2% +$603 0.15% 52
2024
Q4 		$345K Buy
4,472
+8
+0.2% +$614 0.15% 54
2024
Q3 		$327K Buy
4,464
+8
+0.2% +$569 0.14% 54
2024
Q2 		$324K Sell
4,456
-600
-12% -$39.9K 0.15% 55
2024
Q1 		$326K Sell
5,056
-408
-7% -$25.9K 0.15% 57
2023
Q4 		$331K Buy
+5,464
New +$304K 0.17% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return