Buffington Mohr McNeal’s Vanguard Information Technology ETF VGT Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$240K	Sell	3,544 -128	-3%	-$9.64K	0.05%	103
2024 Q4	$285K	Hold	3,672	–	–	0.05%	117
2024 Q3	$269K	Hold	3,672	–	–	0.04%	115
2024 Q2	$265K	Sell	3,672 -16	-0.4%	-$1.06K	0.05%	112
2024 Q1	$242K	Sell	3,688 -24	-0.6%	-$1.52K	0.04%	120
2023 Q4	$225K	Buy	+3,712	New	+$207K	0.05%	121
2019 Q2	–	Sell	-168	Closed	-$4K	–	317
2019 Q1	$4K	Buy	+168	New	+$3.9K	﹤0.01%	319

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buffington Mohr McNeal's VGT Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Vanguard Information Technology ETF (VGT) stake by 3.5% in Q1 2025, selling an estimated $9.64K and leaving 3,544 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #103.

Buffington Mohr McNeal first reported a position in VGT in Q1 2019 and has held it in 7 quarters since. The position peaked at $285K in Q4 2024. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Buffington Mohr McNeal held 3,544 shares of Vanguard Information Technology ETF worth $240K as of Q1 2025.
Buffington Mohr McNeal sold 128 Vanguard Information Technology ETF shares in Q1 2025, an estimated $9.64K.
Vanguard Information Technology ETF made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #103 holding.
Buffington Mohr McNeal first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 7 quarters since.
Buffington Mohr McNeal's Vanguard Information Technology ETF position peaked at $285K in Q4 2024.
1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.