Bath Savings Trust’s Vanguard Information Technology ETF VGT Stock Holding History

Bath Savings Trust’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	$248K	Buy	+2,078	New	+$228K	0.03%	164
2026 Q1	–	Sell	-2,248	Closed	-$212K	–	174
2025 Q4	$212K	Hold	2,248	–	–	0.02%	162
2025 Q3	$210K	Buy	+2,248	New	+$196K	0.02%	163

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MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return