FWP
VGT icon

Falcon Wealth Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Falcon Wealth Planning’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 		$1.94M Sell
16,227
-149
-0.9% -$16.3K 0.12% 61
2026
Q1 		$1.43M Sell
16,376
-480
-3% -$44.2K 0.1% 66
2025
Q4 		$1.59M Buy
16,856
+432
+3% +$41K 0.13% 60
2025
Q3 		$1.53M Sell
16,424
-752
-4% -$65.7K 0.14% 61
2025
Q2 		$1.42M Buy
17,176
+480
+3% +$34.9K 0.14% 60
2025
Q1 		$1.13M Sell
16,696
-1,176
-7% -$88.6K 0.13% 64
2024
Q4 		$1.39M Buy
17,872
+360
+2% +$27.7K 0.15% 59
2024
Q3 		$1.28M Buy
17,512
+1,536
+10% +$109K 0.15% 57
2024
Q2 		$1.15M Hold
15,976
– – 0.15% 53
2024
Q1 		$1.05M Buy
15,976
+192
+1% +$12.2K 0.17% 52
2023
Q4 		$955K Buy
+15,784
New +$879K 0.17% 50

Other funds holding VGT

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 $59.6B 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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return