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

Masso Torrence 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 Q3	$369K	Hold	3,952	–	–	0.15%	79
2025 Q2	$328K	Hold	3,952	–	–	0.15%	79
2025 Q1	$268K	Hold	3,952	–	–	0.14%	83
2024 Q4	$307K	Hold	3,952	–	–	0.16%	71
2024 Q3	$290K	Hold	3,952	–	–	0.16%	78
2024 Q2	$285K	Hold	3,952	–	–	0.16%	80
2024 Q1	$259K	Hold	3,952	–	–	0.15%	84
2023 Q4	$239K	Hold	3,952	–	–	0.16%	79
2023 Q3	$205K	Hold	3,952	–	–	0.16%	79
2023 Q2	$218K	Sell	3,952 -424	-10%	-$21.3K	0.16%	77
2023 Q1	$211K	Buy	+4,376	New	+$193K	0.17%	85
2022 Q4	–	Sell	-5,960	Closed	-$229K	–	101
2022 Q3	$229K	Hold	5,960	–	–	0.2%	75
2022 Q2	$243K	Hold	5,960	–	–	0.21%	71
2022 Q1	$310K	Buy	5,960 +8	+0.1%	+$411	0.25%	60
2021 Q4	$341K	Buy	+5,952	New	+$327K	0.24%	68

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

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

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

Masso Torrence Wealth Management's VGT Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q3 2025 at 3,952 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #79.

Masso Torrence Wealth Management first reported a position in VGT in Q4 2021 and has held it in 15 quarters since. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Masso Torrence Wealth Management held 3,952 shares of Vanguard Information Technology ETF worth $369K as of Q3 2025.
Masso Torrence Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q3 2025.
Vanguard Information Technology ETF made up 0.15% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #79 holding.
Masso Torrence Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 15 quarters since.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.