Birchbrook’s Vanguard Information Technology ETF VGT Stock Holding History

Birchbrook’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	$83.4K	Buy	698 +26	+4%	+$2.85K	0.04%	114
2026 Q1	$58.3K	Hold	672	–	–	0.03%	122
2025 Q4	$62.9K	Buy	672 +8	+1%	+$760	0.03%	116
2025 Q3	$62.3K	Hold	664	–	–	0.03%	117
2025 Q2	$55.3K	Hold	664	–	–	0.03%	122
2025 Q1	$45.2K	Hold	664	–	–	0.03%	124
2024 Q4	$51.8K	Buy	664 +96	+17%	+$7.37K	0.03%	119
2024 Q3	$41.8K	Hold	568	–	–	0.02%	123
2024 Q2	$41.1K	Hold	568	–	–	0.02%	127
2024 Q1	$37.3K	Hold	568	–	–	0.02%	135
2023 Q4	$34.5K	Buy	+568	New	+$31.6K	0.02%	138

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