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

MinichMacGregor 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 Q2	–	Sell	-5,296	Closed	-$359K	–	142
2025 Q1	$359K	Buy	5,296 +880	+20%	+$66.3K	0.08%	79
2024 Q4	$343K	Buy	4,416 +16	+0.4%	+$1.23K	0.07%	88
2024 Q3	$323K	Hold	4,400	–	–	0.07%	87
2024 Q2	$317K	Hold	4,400	–	–	0.08%	80
2024 Q1	$289K	Buy	4,400 +16	+0.4%	+$1.01K	0.07%	89
2023 Q4	$265K	Buy	4,384 +280	+7%	+$15.6K	0.08%	87
2023 Q3	$213K	Hold	4,104	–	–	0.07%	87
2023 Q2	$227K	Buy	+4,104	New	+$206K	0.07%	85
2018 Q4	–	Sell	-1,112	Closed	-$28K	–	501
2018 Q3	$28K	Hold	1,112	–	–	0.02%	180
2018 Q2	$25K	Hold	1,112	–	–	0.02%	184
2018 Q1	$23K	Buy	+1,112	New	+$24.3K	0.02%	196

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

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

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

PCH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's VGT Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2025, closing a stake of 5,296 shares — an estimated $359K sold.

MinichMacGregor Wealth Management first reported a position in VGT in Q1 2018 and held it in 11 quarters. The position peaked at $359K in Q1 2025. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

MinichMacGregor Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 5,296 Vanguard Information Technology ETF shares in Q2 2025, an estimated $359K.
MinichMacGregor Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and held it in 11 quarters.
MinichMacGregor Wealth Management's Vanguard Information Technology ETF position peaked at $359K in Q1 2025.
1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.