LifeGoal Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

LifeGoal Wealth 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 Q3	$312K	Buy	+2,486	New	+$295K	0.1%	132
2026 Q1	–	Sell	-3,088	Closed	-$291K	–	116
2025 Q4	$291K	Buy	3,088 +616	+25%	+$58.5K	0.19%	60
2025 Q3	$231K	Hold	2,472	–	–	0.19%	65
2025 Q2	$205K	Buy	+2,472	New	+$180K	0.19%	63

Other funds holding VGT

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

LifeGoal Wealth Advisors's VGT Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 2,486 shares worth $312K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in VGT as recently as Q4 2025.

LifeGoal Wealth Advisors first reported a position in VGT in Q2 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

LifeGoal Wealth Advisors held 2,486 shares of Vanguard Information Technology ETF worth $312K as of Q3 2026.
Vanguard Information Technology ETF was a new LifeGoal Wealth Advisors position in Q3 2026.
Vanguard Information Technology ETF made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #132 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 4 quarters since.
303 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.