Chapin Davis’s Vanguard Information Technology ETF VGT Stock Holding History

Chapin Davis’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	$1.19M	Buy	9,943 +7	+0.1%	+$766	0.21%	80
2026 Q1	$867K	Buy	9,936 +552	+6%	+$50.8K	0.19%	102
2025 Q4	$885K	Hold	9,384	–	–	0.21%	98
2025 Q3	$876K	Sell	9,384 -760	-7%	-$66.4K	0.22%	97
2025 Q2	$841K	Hold	10,144	–	–	0.23%	92
2025 Q1	$688K	Sell	10,144 -2,728	-21%	-$206K	0.23%	90
2024 Q4	$944K	Hold	12,872	–	–	0.31%	76
2024 Q3	$944K	Hold	12,872	–	–	0.31%	77
2024 Q2	$928K	Hold	12,872	–	–	0.32%	73
2024 Q1	$844K	Sell	12,872 -424	-3%	-$26.9K	0.31%	80
2023 Q4	$804K	Buy	13,296 +272	+2%	+$15.2K	0.34%	76
2023 Q3	$675K	Sell	13,024 -96	-0.7%	-$5.22K	0.32%	78
2023 Q2	$725K	Buy	13,120 +96	+0.7%	+$4.82K	0.34%	79
2023 Q1	$628K	Buy	13,024 +2,624	+25%	+$116K	0.32%	87
2022 Q4	$415K	Buy	+10,400	New	+$424K	0.24%	108

Other funds holding VGT

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

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

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

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

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

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

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

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

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return