IMZ Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

IMZ Advisory’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	$303K	Buy	2,537 +1	+0%	+$109	0.1%	33
2026 Q1	$221K	Hold	2,536	–	–	0.08%	38
2025 Q4	$239K	Hold	2,536	–	–	0.09%	38
2025 Q3	$236K	Sell	2,536 -432	-15%	-$37.7K	0.09%	39
2025 Q2	$254K	Hold	2,968	–	–	0.1%	36
2025 Q1	$201K	Buy	2,968 +8	+0.3%	+$603	0.09%	41
2024 Q4	$230K	Hold	2,960	–	–	0.11%	35
2024 Q3	$216K	Buy	2,960 +8	+0.3%	+$569	0.1%	36
2024 Q2	$213K	Buy	+2,952	New	+$196K	0.11%	31
2024 Q1	–	Sell	-3,288	Closed	-$209K	–	33
2023 Q4	$209K	Buy	+3,288	New	+$183K	0.11%	33

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

IMZ Advisory's VGT Position: Q2 2026 in Review

IMZ Advisory increased its Vanguard Information Technology ETF (VGT) stake by 0.04% in Q2 2026, buying an estimated $109 and bringing the position to 2,537 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #33.

IMZ Advisory first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. 695 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

IMZ Advisory held 2,537 shares of Vanguard Information Technology ETF worth $303K as of Q2 2026.
IMZ Advisory bought 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.1% of IMZ Advisory's portfolio in Q2 2026, its #33 holding.
IMZ Advisory first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
695 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.