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BFSG LLC’s Vanguard Information Technology ETF VGT Stock Holding History

BFSG LLC’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 		$41.9K Hold
480
– – ﹤0.01% 434
2025
Q4 		$45.2K Hold
480
– – ﹤0.01% 413
2025
Q3 		$44.8K Sell
480
-152
-24% -$13.3K ﹤0.01% 414
2025
Q2 		$52.4K Sell
632
-80
-11% -$5.82K 0.01% 385
2025
Q1 		$48.3K Sell
712
-208
-23% -$15.7K 0.01% 379
2024
Q4 		$71.5K Buy
920
+128
+16% +$9.83K 0.01% 353
2024
Q3 		$58.1K Buy
792
+352
+80% +$25K 0.01% 371
2024
Q2 		$31.7K Hold
440
– – ﹤0.01% 392
2024
Q1 		$28.8K Hold
440
– – ﹤0.01% 418
2023
Q4 		$26.6K Buy
+440
New +$24.5K ﹤0.01% 397

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return