Global Wealth Strategies & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Global Wealth Strategies & Associates’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	-600	Closed	-$52.5K	–	456
2026 Q1	$52.5K	Hold	600	–	–	0.01%	165
2025 Q4	$56.7K	Sell	600 -608	-50%	-$57.8K	0.01%	144
2025 Q3	$113K	Buy	1,208 +736	+156%	+$64.3K	0.03%	90
2025 Q2	$39.2K	Sell	472 -1,008	-68%	-$73.3K	0.01%	124
2025 Q1	$100K	Buy	1,480 +120	+9%	+$9.04K	0.03%	75
2024 Q4	$106K	Hold	1,360	–	–	0.03%	71
2024 Q3	$99.7K	Buy	1,360 +216	+19%	+$15.3K	0.03%	62
2024 Q2	$82.5K	Hold	1,144	–	–	0.03%	67
2024 Q1	$75K	Buy	1,144 +256	+29%	+$16.2K	0.03%	71
2023 Q4	$53.7K	Hold	888	–	–	0.02%	82
2023 Q3	$46.1K	Hold	888	–	–	0.02%	80
2023 Q2	$49.1K	Sell	888 -40	-4%	-$2.01K	0.02%	78
2023 Q1	$44.7K	Hold	928	–	–	0.02%	79
2022 Q4	$37.1K	Buy	+928	New	+$37.9K	0.02%	85

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 Strategies & Associates's VGT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 600 shares — an estimated $52.5K sold.

Global Wealth Strategies & Associates first reported a position in VGT in Q4 2022 and held it in 14 quarters. The position peaked at $113K in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 600 Vanguard Information Technology ETF shares in Q2 2026, an estimated $52.5K.
Global Wealth Strategies & Associates first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Vanguard Information Technology ETF position peaked at $113K in Q3 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.