CRFG
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Columbia River Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Columbia River Financial Group’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
-328
Closed -$22K – 112
2025
Q1 		$22K Buy
+328
New +$24.7K 0.01% 103

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Columbia River Financial Group's VGT Position: Q2 2025 in Review

Columbia River Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 328 shares — an estimated $22K sold.

Columbia River Financial Group first reported a position in VGT in Q1 2025 and held it in 1 quarter. The position peaked at $22K in Q1 2025. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

  • Columbia River Financial Group reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 328 Vanguard Information Technology ETF shares in Q2 2025, an estimated $22K.
  • Columbia River Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Vanguard Information Technology ETF position peaked at $22K in Q1 2025.
  • 1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.