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

MorganRosel 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 		– Sell
-480
Closed -$39.8K – 342
2025
Q2 		$39.8K Hold
480
– – 0.01% 195
2025
Q1 		$32.5K Buy
+480
New +$36.2K 0.01% 191

Other funds holding VGT

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JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

MorganRosel Wealth Management's VGT Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 480 shares — an estimated $39.8K sold.

MorganRosel Wealth Management first reported a position in VGT in Q1 2025 and held it in 2 quarters. The position peaked at $39.8K in Q2 2025. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 480 Vanguard Information Technology ETF shares in Q3 2025, an estimated $39.8K.
  • MorganRosel Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Vanguard Information Technology ETF position peaked at $39.8K in Q2 2025.
  • 1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.