Graves Light Lenhart Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Graves Light Lenhart Wealth’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	$937K	Sell	7,838 -2	-0%	-$219	0.09%	91
2026 Q1	$684K	Hold	7,840	–	–	0.07%	102
2025 Q4	$739K	Hold	7,840	–	–	0.08%	97
2025 Q3	$731K	Sell	7,840 -856	-10%	-$74.8K	0.08%	98
2025 Q2	$721K	Hold	8,696	–	–	0.09%	95
2025 Q1	$589K	Sell	8,696 -400	-4%	-$30.1K	0.07%	103
2024 Q4	$707K	Buy	9,096 +8	+0.1%	+$614	0.09%	96
2024 Q3	$666K	Hold	9,088	–	–	0.08%	99
2024 Q2	$662K	Sell	9,088 -504	-5%	-$33.5K	0.08%	98
2024 Q1	$629K	Hold	9,592	–	–	0.07%	99
2023 Q4	$580K	Sell	9,592 -896	-9%	-$49.9K	0.07%	101
2023 Q3	$556K	Buy	10,488 +8	+0.1%	+$435	0.08%	100
2023 Q2	$579K	Hold	10,480	–	–	0.08%	104
2023 Q1	$505K	Buy	+10,480	New	+$463K	0.08%	103
2022 Q4	–	Sell	-9,808	Closed	-$377K	–	181
2022 Q3	$377K	Hold	9,808	–	–	0.06%	121
2022 Q2	$400K	Buy	9,808 +8	+0.1%	+$360	0.06%	121
2022 Q1	$510K	Hold	9,800	–	–	0.07%	110
2021 Q4	$561K	Buy	9,800 +8	+0.1%	+$439	0.08%	107
2021 Q3	$491K	Sell	9,792 -4,024	-29%	-$209K	0.08%	107
2021 Q2	$689K	Hold	13,816	–	–	0.11%	85
2021 Q1	$619K	Hold	13,816	–	–	0.11%	90
2020 Q4	$611K	Sell	13,816 -1,104	-7%	-$45.4K	0.11%	86
2020 Q3	$581K	Hold	14,920	–	–	0.13%	83
2020 Q2	$520K	Hold	14,920	–	–	0.12%	88
2020 Q1	$395K	Buy	14,920 +8	+0.1%	+$242	0.11%	97
2019 Q4	$456K	Buy	14,912 +8	+0.1%	+$229	0.1%	107
2019 Q3	$417K	Buy	14,904 +5,008	+51%	+$135K	0.09%	113
2019 Q2	$261K	Buy	9,896 +8	+0.1%	+$206	0.06%	135
2019 Q1	$248K	Sell	9,888 -5,008	-34%	-$116K	0.06%	128
2018 Q4	$311K	Buy	+14,896	New	+$338K	0.09%	103

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Graves Light Lenhart Wealth's VGT Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, selling an estimated $219 and leaving 7,838 shares worth $937K. The position accounts for 0.09% of the portfolio, ranked #91.

Graves Light Lenhart Wealth first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Graves Light Lenhart Wealth held 7,838 shares of Vanguard Information Technology ETF worth $937K as of Q2 2026.
Graves Light Lenhart Wealth sold 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.09% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #91 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.