LWM
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Laidlaw Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Laidlaw Wealth Management’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
2025
Q1 		– Sell
-32,128
Closed -$2.5M – 156
2024
Q4 		$2.5M Sell
32,128
-840
-3% -$64.5K 1.09% 21
2024
Q3 		$2.42M Sell
32,968
-584
-2% -$41.5K 1.2% 23
2024
Q2 		$2.42M Buy
33,552
+880
+3% +$58.5K 1.33% 19
2024
Q1 		$2.14M Sell
32,672
-6,104
-16% -$387K 1.2% 21
2023
Q4 		$2.35M Sell
38,776
-9,808
-20% -$546K 0.85% 28
2023
Q3 		$2.52M Sell
48,584
-7,248
-13% -$394K 0.83% 27
2023
Q2 		$3.09M Sell
55,832
-2,496
-4% -$125K 0.6% 41
2023
Q1 		$2.81M Buy
58,328
+512
+0.9% +$22.6K 0.57% 46
2022
Q4 		$2.31M Sell
57,816
-32,992
-36% -$1.35M 0.5% 54
2022
Q3 		$3.49M Sell
90,808
-39,440
-30% -$1.73M 0.82% 25
2022
Q2 		$5.32M Buy
130,248
+9,736
+8% +$439K 1.08% 10
2022
Q1 		$6.27M Buy
120,512
+12,696
+12% +$651K 1.05% 14
2021
Q4 		$6.17M Sell
107,816
-2,928
-3% -$161K 0.99% 18
2021
Q3 		$5.55M Sell
110,744
-376
-0.3% -$19.5K 1.42% 13
2021
Q2 		$5.54M Buy
111,120
+21,984
+25% +$1.04M 1.43% 11
2021
Q1 		$3.99M Buy
89,136
+27,848
+45% +$1.25M 1.36% 11
2020
Q4 		$2.71M Buy
61,288
+11,704
+24% +$481K 0.57% 46
2020
Q3 		$1.93M Buy
49,584
+4,128
+9% +$155K 0.86% 29
2020
Q2 		$1.58M Buy
45,456
+5,728
+14% +$179K 0.83% 36
2020
Q1 		$1.05M Sell
39,728
-424
-1% -$12.9K 0.69% 52
2019
Q4 		$1.23M Buy
+40,152
New +$1.15M 0.78% 45

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laidlaw Wealth Management's VGT Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 32,128 shares — an estimated $2.5M sold.

Laidlaw Wealth Management first reported a position in VGT in Q4 2019 and held it in 21 quarters. The position peaked at $6.27M in Q1 2022. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 32,128 Vanguard Information Technology ETF shares in Q1 2025, an estimated $2.5M.
  • Laidlaw Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Vanguard Information Technology ETF position peaked at $6.27M in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.