Global Wealth Management Investment Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-3,480	Closed	-$304K	–	169
2026 Q1	$304K	Buy	+3,480	New	+$320K	0.05%	129
2024 Q1	–	Sell	-504	Closed	-$30.5K	–	423
2023 Q4	$30.5K	Hold	504	–	–	0.01%	223
2023 Q3	$26.1K	Hold	504	–	–	0.01%	231
2023 Q2	$27.9K	Buy	+504	New	+$25.3K	0.01%	227
2022 Q3	–	Sell	-504	Closed	-$21K	–	463
2022 Q2	$21K	Hold	504	–	–	0.01%	237
2022 Q1	$26K	Hold	504	–	–	0.01%	240
2021 Q4	$29K	Hold	504	–	–	0.01%	232
2021 Q3	$25K	Hold	504	–	–	0.01%	245
2021 Q2	$25K	Hold	504	–	–	0.01%	232
2021 Q1	$23K	Hold	504	–	–	0.01%	237
2020 Q4	$22K	Hold	504	–	–	0.01%	232
2020 Q3	$20K	Hold	504	–	–	0.01%	229
2020 Q2	$18K	Sell	504 -328	-39%	-$10.2K	0.01%	285
2020 Q1	$22K	Buy	832 +416	+100%	+$12.6K	0.01%	248
2019 Q4	$13K	Buy	416 +56	+16%	+$1.6K	0.01%	321
2019 Q3	$10K	Sell	360 -40	-10%	-$1.08K	﹤0.01%	333
2019 Q2	$11K	Sell	400 -176	-31%	-$4.54K	0.01%	358
2019 Q1	$14K	Hold	576	–	–	0.01%	342
2018 Q4	$12K	Buy	+576	New	+$13.1K	0.01%	359

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Global Wealth Management Investment Advisory's VGT Position: Q2 2026 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 3,480 shares — an estimated $304K sold.

Global Wealth Management Investment Advisory first reported a position in VGT in Q4 2018 and held it in 19 quarters. The position peaked at $304K in Q1 2026. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Global Wealth Management Investment Advisory reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 3,480 Vanguard Information Technology ETF shares in Q2 2026, an estimated $304K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Information Technology ETF in Q4 2018 and held it in 19 quarters.
Global Wealth Management Investment Advisory's Vanguard Information Technology ETF position peaked at $304K in Q1 2026.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.