Beaird Harris Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Beaird Harris Wealth Management’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	$124K	Buy	1,040 +400	+63%	+$43.8K	0.01%	190
2026 Q1	$55.8K	Hold	640	–	–	﹤0.01%	232
2025 Q4	$60.3K	Hold	640	–	–	﹤0.01%	238
2025 Q3	$59.7K	Buy	640 +96	+18%	+$8.39K	﹤0.01%	229
2025 Q2	$45.1K	Hold	544	–	–	﹤0.01%	255
2025 Q1	$36.9K	Hold	544	–	–	﹤0.01%	251
2024 Q4	$42.3K	Buy	544 +88	+19%	+$6.76K	﹤0.01%	238
2024 Q3	$33.4K	Hold	456	–	–	﹤0.01%	261
2024 Q2	$32.9K	Buy	+456	New	+$30.3K	﹤0.01%	258
2022 Q2	–	Sell	-80	Closed	-$4K	–	616
2022 Q1	$4K	Sell	80 -712	-90%	-$36.5K	﹤0.01%	464
2021 Q4	$45K	Buy	+792	New	+$43.5K	0.02%	249

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Beaird Harris Wealth Management's VGT Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 63% in Q2 2026, buying an estimated $43.8K and bringing the position to 1,040 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #190.

Beaird Harris Wealth Management first reported a position in VGT in Q4 2021 and has held it in 11 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Beaird Harris Wealth Management held 1,040 shares of Vanguard Information Technology ETF worth $124K as of Q2 2026.
Beaird Harris Wealth Management bought 400 Vanguard Information Technology ETF shares in Q2 2026, an estimated $43.8K.
Vanguard Information Technology ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #190 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 11 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.