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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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. 1,860 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.
  • 1,860 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.