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

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

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

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 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

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return