Boltwood Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Boltwood Capital 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	$519K	Sell	4,341 -35	-0.8%	-$3.83K	0.12%	136
2026 Q1	$382K	Buy	4,376 +24	+0.6%	+$2.21K	0.1%	141
2025 Q4	$410K	Sell	4,352 -24	-0.5%	-$2.28K	0.11%	136
2025 Q3	$408K	Sell	4,376 -40	-0.9%	-$3.5K	0.11%	138
2025 Q2	$366K	Sell	4,416 -232	-5%	-$16.9K	0.1%	141
2025 Q1	$315K	Sell	4,648 -2,032	-30%	-$153K	0.1%	143
2024 Q4	$519K	Hold	6,680	–	–	0.16%	112
2024 Q3	$490K	Sell	6,680 -2,272	-25%	-$161K	0.15%	117
2024 Q2	$645K	Sell	8,952 -7,736	-46%	-$514K	0.2%	101
2024 Q1	$1.09M	Sell	16,688 -280	-2%	-$17.7K	0.34%	71
2023 Q4	$1.03M	Sell	16,968 -1,240	-7%	-$69.1K	0.34%	73
2023 Q3	$944K	Sell	18,208 -1,160	-6%	-$63.1K	0.35%	70
2023 Q2	$1.07M	Sell	19,368 -200	-1%	-$10K	0.39%	67
2023 Q1	$943K	Sell	19,568 -464	-2%	-$20.5K	0.35%	75
2022 Q4	$800K	Sell	20,032 -464	-2%	-$18.9K	0.32%	74
2022 Q3	$787K	Sell	20,496 -880	-4%	-$38.7K	0.36%	77
2022 Q2	$873K	Sell	21,376 -272	-1%	-$12.3K	0.38%	83
2022 Q1	$1.13M	Sell	21,648 -8	-0%	-$411	0.44%	70
2021 Q4	$1.24M	Hold	21,656	–	–	0.46%	70
2021 Q3	$1.09M	Buy	21,656 +1,656	+8%	+$85.8K	0.44%	71
2021 Q2	$997K	Hold	20,000	–	–	0.41%	74
2021 Q1	$896K	Sell	20,000 -800	-4%	-$36K	0.4%	78
2020 Q4	$920K	Hold	20,800	–	–	0.45%	73
2020 Q3	$810K	Sell	20,800 -400	-2%	-$15.1K	0.45%	72
2020 Q2	$739K	Sell	21,200 -200	-0.9%	-$6.24K	0.45%	74
2020 Q1	$567K	Buy	21,400 +400	+2%	+$12.1K	0.4%	80
2019 Q4	$643K	Hold	21,000	–	–	0.36%	85
2019 Q3	$566K	Hold	21,000	–	–	0.36%	87
2019 Q2	$554K	Hold	21,000	–	–	0.35%	85
2019 Q1	$527K	Sell	21,000 -400	-2%	-$9.29K	0.34%	86
2018 Q4	$446K	Hold	21,400	–	–	0.31%	89
2018 Q3	$541K	Sell	21,400 -400	-2%	-$9.73K	0.32%	92
2018 Q2	$494K	Sell	21,800 -4,000	-16%	-$89.8K	0.32%	96
2018 Q1	$551K	Sell	25,800 -3,200	-11%	-$69.9K	0.38%	83
2017 Q4	$597K	Hold	29,000	–	–	0.37%	82
2017 Q3	$550K	Hold	29,000	–	–	0.36%	84
2017 Q2	$510K	Sell	29,000 -200	-0.7%	-$3.52K	0.35%	85
2017 Q1	$495K	Hold	29,200	–	–	0.35%	85
2016 Q4	$443K	Hold	29,200	–	–	0.34%	86
2016 Q3	$439K	Hold	29,200	–	–	0.35%	85
2016 Q2	$391K	Hold	29,200	–	–	0.33%	82
2016 Q1	$400K	Hold	29,200	–	–	0.35%	80
2015 Q4	$395K	Hold	29,200	–	–	0.36%	75
2015 Q3	$365K	Hold	29,200	–	–	0.39%	72
2015 Q2	$388K	Sell	29,200 -2,800	-9%	-$38.1K	0.38%	70
2015 Q1	$426K	Hold	32,000	–	–	0.12%	83
2014 Q4	$418K	Sell	32,000 -1,600	-5%	-$20.4K	0.12%	84
2014 Q3	$420K	Hold	33,600	–	–	0.12%	79
2014 Q2	$407K	Hold	33,600	–	–	0.12%	80
2014 Q1	$384K	Sell	33,600 -3,200	-9%	-$36K	0.12%	77
2013 Q4	$412K	Hold	36,800	–	–	0.13%	75
2013 Q3	$371K	Hold	36,800	–	–	0.13%	75
2013 Q2	$340K	Buy	+36,800	New	+$341K	0.14%	73

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Boltwood Capital Management's VGT Position: Q2 2026 in Review

Boltwood Capital Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.8% in Q2 2026, selling an estimated $3.83K and leaving 4,341 shares worth $519K. The position accounts for 0.12% of the portfolio, ranked #136.

Boltwood Capital Management first reported a position in VGT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.24M in Q4 2021. 433 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Boltwood Capital Management held 4,341 shares of Vanguard Information Technology ETF worth $519K as of Q2 2026.
Boltwood Capital Management sold 35 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.83K.
Vanguard Information Technology ETF made up 0.12% of Boltwood Capital Management's portfolio in Q2 2026, its #136 holding.
Boltwood Capital Management first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 53 quarters since.
Boltwood Capital Management's Vanguard Information Technology ETF position peaked at $1.24M in Q4 2021.
433 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.