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

Lakeridge 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
2026 Q2	$390K	Buy	3,265 +1	+0%	+$109	0.14%	124
2026 Q1	$285K	Hold	3,264	–	–	0.12%	135
2025 Q4	$308K	Hold	3,264	–	–	0.14%	125
2025 Q3	$305K	Buy	3,264 +128	+4%	+$11.2K	0.14%	119
2025 Q2	$260K	Sell	3,136 -240	-7%	-$17.5K	0.12%	129
2025 Q1	$229K	Hold	3,376	–	–	0.11%	139
2024 Q4	$262K	Sell	3,376 -432	-11%	-$33.2K	0.14%	129
2024 Q3	$279K	Buy	3,808 +48	+1%	+$3.41K	0.15%	119
2024 Q2	$271K	Hold	3,760	–	–	0.16%	116
2024 Q1	$247K	Hold	3,760	–	–	0.16%	111
2023 Q4	$228K	Buy	+3,760	New	+$209K	0.16%	111

Other funds holding VGT

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

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 $59.8B 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