Moser Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Moser Wealth Advisors’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	$710K	Sell	8,568 -400	-4%	-$29.1K	0.34%	51
2025 Q1	$608K	Buy	8,968 +360	+4%	+$27.1K	0.32%	55
2024 Q4	$669K	Sell	8,608 -280	-3%	-$21.5K	0.35%	50
2024 Q3	$652K	Buy	8,888 +760	+9%	+$54K	0.34%	51
2024 Q2	$586K	Buy	8,128 +600	+8%	+$39.9K	0.32%	52
2024 Q1	$493K	Buy	7,528 +1,064	+16%	+$67.4K	0.27%	60
2023 Q4	$391K	Sell	6,464 -800	-11%	-$44.6K	0.25%	60
2023 Q3	$377K	Buy	7,264 +3,280	+82%	+$178K	0.26%	57
2023 Q2	$220K	Buy	+3,984	New	+$200K	0.15%	63
2022 Q4	$220K	Sell	5,512 -800	-13%	-$32.6K	0.17%	60
2022 Q3	$243K	Hold	6,312	–	–	0.19%	62
2022 Q2	$258K	Sell	6,312 -632	-9%	-$28.5K	0.19%	61
2022 Q1	$362K	Buy	6,944 +480	+7%	+$24.6K	0.23%	60
2021 Q4	$370K	Sell	6,464 -400	-6%	-$22K	0.22%	61
2021 Q3	$344K	Buy	6,864 +360	+6%	+$18.7K	0.22%	65
2021 Q2	$324K	Buy	6,504 +2,360	+57%	+$111K	0.21%	64
2021 Q1	$186K	Hold	4,144	–	–	0.13%	66
2020 Q4	$183K	Hold	4,144	–	–	0.13%	62
2020 Q3	$161K	Buy	4,144 +1,184	+40%	+$44.6K	0.13%	60
2020 Q2	$103K	Sell	2,960 -608	-17%	-$19K	0.1%	62
2020 Q1	$95K	Hold	3,568	–	–	0.11%	57
2019 Q4	$109K	Buy	+3,568	New	+$102K	0.1%	66

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

Moser Wealth Advisors's VGT Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 4.5% in Q2 2025, selling an estimated $29.1K and leaving 8,568 shares worth $710K. The position accounts for 0.34% of the portfolio, ranked #51.

Moser Wealth Advisors first reported a position in VGT in Q4 2019 and has held it in 22 quarters since. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Moser Wealth Advisors held 8,568 shares of Vanguard Information Technology ETF worth $710K as of Q2 2025.
Moser Wealth Advisors sold 400 Vanguard Information Technology ETF shares in Q2 2025, an estimated $29.1K.
Vanguard Information Technology ETF made up 0.34% of Moser Wealth Advisors's portfolio in Q2 2025, its #51 holding.
Moser Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 22 quarters since.
1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.