Montecito Bank & Trust’s Vanguard Information Technology ETF VGT Stock Holding History

Montecito Bank & Trust’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	$239K	Buy	+2,000	New	+$219K	0.04%	252
2018 Q1	–	Sell	-48,936	Closed	-$1.01M	–	193
2017 Q4	$1.01M	Sell	48,936 -1,728	-3%	-$35K	0.33%	56
2017 Q3	$963K	Sell	50,664 -2,144	-4%	-$39.7K	0.33%	52
2017 Q2	$930K	Buy	52,808 +29,432	+126%	+$518K	0.33%	54
2017 Q1	$396K	Buy	+23,376	New	+$382K	0.14%	118

Other funds holding VGT

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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

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return