GWA
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GGM Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

GGM Wealth Advisors’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
Q1 		$640K Buy
9,376
+8
+0.1% +$603 0.36% 60
2024
Q4 		$728K Buy
9,368
+16
+0.2% +$1.23K 0.38% 57
2024
Q3 		$687K Buy
9,352
+8
+0.1% +$569 0.3% 62
2024
Q2 		$674K Buy
9,344
+48
+0.5% +$3.19K 0.31% 62
2024
Q1 		$603K Buy
9,296
+88
+1% +$5.58K 0.28% 61
2023
Q4 		$580K Sell
9,208
-1,848
-17% -$103K 0.24% 75
2023
Q3 		$575K Hold
11,056
– – 0.25% 74
2023
Q2 		$607K Buy
+11,056
New +$555K 0.25% 73
2023
Q1 		– Sell
-11,688
Closed -$466K – 128
2022
Q4 		$466K Buy
11,688
+1,600
+16% +$65.3K 0.24% 75
2022
Q3 		$417K Sell
10,088
-824
-8% -$36.2K 0.23% 79
2022
Q2 		$453K Sell
10,912
-80
-0.7% -$3.6K 0.25% 76
2022
Q1 		$538K Sell
10,992
-696
-6% -$35.7K 0.27% 73
2021
Q4 		$644K Buy
11,688
+496
+4% +$27.2K 0.51% 41
2021
Q3 		$600K Buy
11,192
+1,112
+11% +$57.6K 0.48% 43
2021
Q2 		$506K Buy
10,080
+312
+3% +$14.7K 0.43% 46
2021
Q1 		$460K Sell
9,768
-187,672
-95% -$8.44M 0.37% 48
2020
Q4 		$8.78M Buy
+197,440
New +$8.12M 8.66% 3

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 $1.56T 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 $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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

GGM Wealth Advisors's VGT Position: Q1 2025 in Review

GGM Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.09% in Q1 2025, buying an estimated $603 and bringing the position to 9,376 shares worth $640K. The position accounts for 0.36% of the portfolio, ranked #60.

GGM Wealth Advisors first reported a position in VGT in Q4 2020 and has held it in 17 quarters since. The position peaked at $8.78M in Q4 2020. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • GGM Wealth Advisors held 9,376 shares of Vanguard Information Technology ETF worth $640K as of Q1 2025.
  • GGM Wealth Advisors bought 8 Vanguard Information Technology ETF shares in Q1 2025, an estimated $603.
  • Vanguard Information Technology ETF made up 0.36% of GGM Wealth Advisors's portfolio in Q1 2025, its #60 holding.
  • GGM Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 17 quarters since.
  • GGM Wealth Advisors's Vanguard Information Technology ETF position peaked at $8.78M in Q4 2020.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.