Goldstein Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Goldstein 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
2026 Q2	$404K	Sell	3,383 -1	-0%	-$109	0.04%	154
2026 Q1	$295K	Hold	3,384	–	–	0.03%	155
2025 Q4	$319K	Hold	3,384	–	–	0.04%	139
2025 Q3	$316K	Sell	3,384 -8	-0.2%	-$699	0.04%	134
2025 Q2	$281K	Sell	3,392 -336	-9%	-$24.4K	0.04%	141
2025 Q1	$253K	Hold	3,728	–	–	0.04%	155
2024 Q4	$290K	Sell	3,728 -608	-14%	-$46.7K	0.04%	139
2024 Q3	$318K	Buy	4,336 +1,520	+54%	+$108K	0.05%	119
2024 Q2	$203K	Buy	+2,816	New	+$187K	0.03%	154
2023 Q3	–	Sell	-4,104	Closed	-$227K	–	175
2023 Q2	$227K	Buy	+4,104	New	+$206K	0.05%	131

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

Goldstein Advisors's VGT Position: Q2 2026 in Review

Goldstein Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, selling an estimated $109 and leaving 3,383 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #154.

Goldstein Advisors first reported a position in VGT in Q2 2023 and has held it in 10 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Goldstein Advisors held 3,383 shares of Vanguard Information Technology ETF worth $404K as of Q2 2026.
Goldstein Advisors sold 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #154 holding.
Goldstein Advisors first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 10 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.