CWC
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Carolinas Wealth Consulting’s Vanguard Information Technology ETF VGT Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-9,328
Closed -$632K – 913
2025
Q1 		$632K Hold
9,328
– – 0.14% 84
2024
Q4 		$725K Sell
9,328
-208
-2% -$16K 0.14% 84
2024
Q3 		$700K Sell
9,536
-848
-8% -$60.3K 0.13% 87
2024
Q2 		$749K Hold
10,384
– – 0.14% 76
2024
Q1 		$681K Buy
10,384
+2,816
+37% +$178K 0.13% 81
2023
Q4 		$458K Sell
7,568
-728
-9% -$40.6K 0.1% 96
2023
Q3 		$423K Buy
8,296
+2,912
+54% +$158K 0.11% 93
2023
Q2 		$298K Hold
5,384
– – 0.06% 139
2023
Q1 		$259K Buy
5,384
+2,392
+80% +$106K 0.06% 152
2022
Q4 		$119K Buy
2,992
+16
+0.5% +$653 0.03% 236
2022
Q3 		$115K Hold
2,976
– – 0.03% 219
2022
Q2 		$122K Hold
2,976
– – 0.03% 216
2022
Q1 		$155K Buy
2,976
+8
+0.3% +$411 0.03% 199
2021
Q4 		$170K Buy
2,968
+8
+0.3% +$439 0.04% 200
2021
Q3 		$149K Hold
2,960
– – 0.03% 193
2021
Q2 		$147K Sell
2,960
-4,024
-58% -$190K 0.03% 212
2021
Q1 		$313K Buy
6,984
+16
+0.2% +$720 0.08% 120
2020
Q4 		$308K Buy
6,968
+8
+0.1% +$329 0.08% 117
2020
Q3 		$271K Buy
6,960
+16
+0.2% +$602 0.09% 99
2020
Q2 		$242K Buy
6,944
+16
+0.2% +$499 0.1% 94
2020
Q1 		$184K Buy
+6,928
New +$210K 0.1% 98

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carolinas Wealth Consulting's VGT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 9,328 shares — an estimated $632K sold.

Carolinas Wealth Consulting first reported a position in VGT in Q1 2020 and held it in 21 quarters. The position peaked at $749K in Q2 2024. 1,787 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9,328 Vanguard Information Technology ETF shares in Q2 2025, an estimated $632K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard Information Technology ETF position peaked at $749K in Q2 2024.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.