GWMR
VGT icon

GC Wealth Management RIA’s Vanguard Information Technology ETF VGT Stock Holding History

GC Wealth Management RIA’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 		$2.64M Buy
30,264
+752
+3% +$69.2K 0.11% 133
2025
Q4 		$2.78M Buy
29,512
+1,136
+4% +$108K 0.1% 133
2025
Q3 		$2.65M Buy
28,376
+8,200
+41% +$716K 0.09% 173
2025
Q2 		$1.67M Sell
20,176
-2,048
-9% -$149K 0.14% 155
2025
Q1 		$1.51M Buy
22,224
+568
+3% +$42.8K 0.28% 82
2024
Q4 		$1.68M Buy
21,656
+4,728
+28% +$363K 0.3% 71
2024
Q3 		$1.24M Buy
16,928
+24
+0.1% +$1.71K 0.22% 98
2024
Q2 		$1.22M Buy
16,904
+3,384
+25% +$225K 0.24% 85
2024
Q1 		$886K Buy
13,520
+9,216
+214% +$584K 0.18% 109
2023
Q4 		$260K Buy
+4,304
New +$240K 0.12% 176

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