NIWA
VGT icon

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

New Insight 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
2026
Q1 		$10.7M Sell
122,400
-56
-0% -$5.16K 3.83% 4
2025
Q4 		$11.5M Buy
122,456
+5,392
+5% +$512K 4.12% 4
2025
Q3 		$10.9M Sell
117,064
-840
-0.7% -$73.4K 4.11% 4
2025
Q2 		$9.78M Sell
117,904
-2,560
-2% -$186K 4.02% 7
2025
Q1 		$8.17M Buy
120,464
+16,056
+15% +$1.21M 3.71% 7
2024
Q4 		$8.12M Buy
104,408
+5,216
+5% +$401K 4.06% 8
2024
Q3 		$7.27M Buy
99,192
+7,856
+9% +$558K 3.83% 8
2024
Q2 		$6.58M Buy
91,336
+5,464
+6% +$363K 3.88% 9
2024
Q1 		$5.63M Buy
85,872
+5,360
+7% +$340K 3.51% 9
2023
Q4 		$4.87M Buy
+80,512
New +$4.49M 3.28% 9

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return