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

Northwest 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
2026 Q2	$259K	Buy	+2,170	New	+$238K	0.03%	219
2025 Q3	–	Sell	-2,856	Closed	-$237K	–	236
2025 Q2	$237K	Buy	+2,856	New	+$208K	0.04%	174
2019 Q2	–	Sell	-3,136	Closed	-$79K	–	456
2019 Q1	$79K	Buy	3,136 +2,496	+390%	+$58K	0.06%	178
2018 Q4	$13K	Hold	640	–	–	0.01%	310
2018 Q3	$16K	Sell	640 -3,200	-83%	-$77.8K	0.01%	320
2018 Q2	$87K	Hold	3,840	–	–	0.07%	163
2018 Q1	$82K	Buy	+3,840	New	+$83.8K	0.06%	164

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwest Wealth Management's VGT Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,170 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in VGT as recently as Q2 2025.

Northwest Wealth Management first reported a position in VGT in Q1 2018 and has held it in 7 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Northwest Wealth Management held 2,170 shares of Vanguard Information Technology ETF worth $259K as of Q2 2026.
Vanguard Information Technology ETF was a new Northwest Wealth Management position in Q2 2026.
Vanguard Information Technology ETF made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #219 holding.
Northwest Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 7 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.