CWA
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Carolina Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Carolina Wealth Advisors’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 		$51.2K Sell
428
-364
-46% -$39.9K 0.02% 114
2026
Q1 		$69.1K Sell
792
-32
-4% -$2.95K 0.03% 107
2025
Q4 		$77.6K Hold
824
– – 0.03% 91
2025
Q3 		$76.9K Sell
824
-80
-9% -$6.99K 0.03% 88
2025
Q2 		$75K Buy
904
+144
+19% +$10.5K 0.04% 87
2025
Q1 		$51.5K Sell
760
-8
-1% -$603 0.03% 88
2024
Q4 		$59.7K Hold
768
– – 0.03% 97
2024
Q3 		$56.3K Sell
768
-88
-10% -$6.25K 0.03% 104
2024
Q2 		$61.7K Sell
856
-200
-19% -$13.3K 0.03% 90
2024
Q1 		$69.2K Sell
1,056
-72
-6% -$4.56K 0.04% 94
2023
Q4 		$68.2K Sell
1,128
-56
-5% -$3.12K 0.04% 101
2023
Q3 		$61.4K Sell
1,184
-616
-34% -$33.5K 0.03% 115
2023
Q2 		$99.5K Buy
1,800
+560
+45% +$28.1K 0.06% 77
2023
Q1 		$59.7K Sell
1,240
-48
-4% -$2.12K 0.04% 100
2022
Q4 		$51K Buy
1,288
+184
+17% +$7.51K 0.03% 100
2022
Q3 		$42K Buy
1,104
+112
+11% +$4.92K 0.03% 104
2022
Q2 		$40K Sell
992
-392
-28% -$17.7K 0.03% 123
2022
Q1 		$72K Hold
1,384
– – 0.05% 109
2021
Q4 		$79K Sell
1,384
-32
-2% -$1.76K 0.04% 115
2021
Q3 		$71K Hold
1,416
– – 0.05% 116
2021
Q2 		$71K Buy
1,416
+40
+3% +$1.89K 0.05% 124
2021
Q1 		$62K Buy
1,376
+32
+2% +$1.44K 0.05% 126
2020
Q4 		$59K Sell
1,344
-192
-13% -$7.9K 0.05% 71
2020
Q3 		$60K Buy
+1,536
New +$57.8K 0.05% 60

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
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

Carolina Wealth Advisors's VGT Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 46% in Q2 2026, selling an estimated $39.9K and leaving 428 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #114.

Carolina Wealth Advisors first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. The position peaked at $99.5K in Q2 2023. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Carolina Wealth Advisors held 428 shares of Vanguard Information Technology ETF worth $51.2K as of Q2 2026.
  • Carolina Wealth Advisors sold 364 Vanguard Information Technology ETF shares in Q2 2026, an estimated $39.9K.
  • Vanguard Information Technology ETF made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Carolina Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • Carolina Wealth Advisors's Vanguard Information Technology ETF position peaked at $99.5K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.