LBMC Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

LBMC Investment 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 Q1	$2.71M	Buy	31,104 +8,184	+36%	+$754K	0.17%	64
2025 Q4	$2.16M	Buy	22,920 +8	+0%	+$760	0.13%	67
2025 Q3	$2.14M	Hold	22,912	–	–	0.14%	67
2025 Q2	$1.9M	Buy	22,912 +12,048	+111%	+$876K	0.14%	67
2025 Q1	$737K	Buy	10,864 +6,440	+146%	+$485K	0.06%	94
2024 Q4	$344K	Buy	4,424 +8	+0.2%	+$614	0.03%	149
2024 Q3	$324K	Buy	4,416 +168	+4%	+$11.9K	0.03%	144
2024 Q2	$306K	Hold	4,248	–	–	0.03%	144
2024 Q1	$278K	Buy	4,248 +8	+0.2%	+$507	0.02%	147
2023 Q4	$257K	Buy	+4,240	New	+$236K	0.02%	137

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 $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return