KCFA
VGT icon

Key Client Fiduciary Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Key Client Fiduciary 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 		$624K Buy
5,219
+11
+0.2% +$1.2K 0.18% 112
2026
Q1 		$455K Buy
5,208
+520
+11% +$47.9K 0.15% 128
2025
Q4 		$442K Sell
4,688
-168
-3% -$16K 0.15% 120
2025
Q3 		$453K Buy
4,856
+368
+8% +$32.2K 0.15% 126
2025
Q2 		$372K Hold
4,488
– – 0.15% 133
2025
Q1 		$304K Sell
4,488
-88
-2% -$6.63K 0.14% 147
2024
Q4 		$356K Buy
4,576
+24
+0.5% +$1.84K 0.16% 131
2024
Q3 		$334K Buy
4,552
+8
+0.2% +$569 0.15% 138
2024
Q2 		$328K Hold
4,544
– – 0.16% 132
2024
Q1 		$298K Hold
4,544
– – 0.16% 138
2023
Q4 		$275K Buy
4,544
+24
+0.5% +$1.34K 0.16% 139
2023
Q3 		$234K Sell
4,520
-512
-10% -$27.8K 0.14% 147
2023
Q2 		$278K Sell
5,032
-528
-9% -$26.5K 0.16% 138
2023
Q1 		$268K Sell
5,560
-1,536
-22% -$67.9K 0.17% 131
2022
Q4 		$283K Buy
+7,096
New +$290K 0.19% 118
2022
Q2 		– Sell
-4,376
Closed -$228K – 130
2022
Q1 		$228K Buy
4,376
+16
+0.4% +$821 0.18% 113
2021
Q4 		$250K Buy
+4,360
New +$239K 0.21% 107

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
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