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

Ballew 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
2026 Q2	$251K	Sell	2,192 -400	-15%	-$43.8K	0.13%	109
2026 Q1	$240K	Buy	2,592 +56	+2%	+$5.16K	0.14%	108
2025 Q4	$242K	Buy	2,536 +32	+1%	+$3.04K	0.14%	106
2025 Q3	$233K	Buy	2,504 +24	+1%	+$2.1K	0.13%	113
2025 Q2	$209K	Buy	+2,480	New	+$180K	0.12%	108
2018 Q4	–	Sell	-2,680	Closed	-$61K	–	422
2018 Q3	$61K	Hold	2,680	–	–	0.06%	151
2018 Q2	$61K	Hold	2,680	–	–	0.07%	144
2018 Q1	$57K	Buy	+2,680	New	+$58.5K	0.05%	154

Other funds holding VGT

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return