Highland Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Highland Financial 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	$1.5M	Sell	12,532 -11,980	-49%	-$1.31M	0.33%	30
2026 Q1	$2.14M	Buy	24,512 +2,744	+13%	+$253K	0.56%	21
2025 Q4	$2.05M	Sell	21,768 -104	-0.5%	-$9.88K	0.57%	21
2025 Q3	$2.04M	Buy	21,872 +3,144	+17%	+$275K	0.59%	21
2025 Q2	$1.55M	Buy	18,728 +4,128	+28%	+$300K	0.5%	24
2025 Q1	$990K	Buy	14,600 +11,464	+366%	+$864K	0.35%	28
2024 Q4	$244K	Buy	3,136 +312	+11%	+$24K	0.08%	52
2024 Q3	$207K	Buy	+2,824	New	+$201K	0.07%	51

Other funds holding VGT

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

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

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

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return