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Cherry Tree Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Cherry Tree Wealth 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
Q1 		$150K Hold
1,720
– – 0.03% 182
2025
Q4 		$162K Hold
1,720
– – 0.03% 180
2025
Q3 		$161K Hold
1,720
– – 0.04% 179
2025
Q2 		$143K Hold
1,720
– – 0.03% 184
2025
Q1 		$117K Hold
1,720
– – 0.03% 200
2024
Q4 		$134K Hold
1,720
– – 0.03% 185
2024
Q3 		$126K Sell
1,720
-176
-9% -$12.5K 0.03% 195
2024
Q2 		$137K Sell
1,896
-152
-7% -$10.1K 0.03% 181
2024
Q1 		$134K Hold
2,048
– – 0.03% 181
2023
Q4 		$124K Sell
2,048
-208
-9% -$11.6K 0.03% 180
2023
Q3 		$117K Hold
2,256
– – 0.03% 173
2023
Q2 		$125K Buy
+2,256
New +$113K 0.04% 174

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return