Golden State Equity Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Golden State Equity Partners’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	-8,616	Closed	-$751K	–	1688
2026 Q1	$751K	Buy	8,616 +2,208	+34%	+$203K	0.06%	344
2025 Q4	$604K	Sell	6,408 -888	-12%	-$84.4K	0.1%	241
2025 Q3	$681K	Sell	7,296 -304	-4%	-$26.6K	0.11%	210
2025 Q2	$630K	Sell	7,600 -536	-7%	-$39K	0.12%	215
2025 Q1	$551K	Sell	8,136 -2,024	-20%	-$152K	0.11%	230
2024 Q4	$790K	Sell	10,160 -56	-0.5%	-$4.3K	0.15%	164
2024 Q3	$749K	Buy	10,216 +152	+2%	+$10.8K	0.12%	195
2024 Q2	$725K	Buy	+10,064	New	+$669K	0.15%	150
2023 Q4	$498K	Buy	+8,224	New	+$458K	0.12%	191

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

Golden State Equity Partners's VGT Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 8,616 shares — an estimated $751K sold.

Golden State Equity Partners first reported a position in VGT in Q4 2023 and held it in 9 quarters. The position peaked at $790K in Q4 2024. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 8,616 Vanguard Information Technology ETF shares in Q2 2026, an estimated $751K.
Golden State Equity Partners first reported a position in Vanguard Information Technology ETF in Q4 2023 and held it in 9 quarters.
Golden State Equity Partners's Vanguard Information Technology ETF position peaked at $790K in Q4 2024.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.