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VGT icon

Olistico Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Olistico Wealth’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 		$14.1M Buy
568,514
+450,522
+382% +$49.3M 6.04% 4
2026
Q1 		$10.3M Sell
117,992
-16,736
-12% -$1.54M 5.07% 4
2025
Q4 		$12.7M Buy
134,728
+2,544
+2% +$242K 6.19% 4
2025
Q3 		$12.3M Sell
132,184
-1,440
-1% -$126K 6.52% 4
2025
Q2 		$11.1M Buy
133,624
+3,496
+3% +$254K 6.15% 4
2025
Q1 		$9.05M Sell
130,128
-880
-0.7% -$66.3K 5.6% 4
2024
Q4 		$10.2M Buy
131,008
+3,728
+3% +$286K 5.92% 4
2024
Q3 		$9.33M Buy
127,280
+4,728
+4% +$336K 5.7% 4
2024
Q2 		$8.83M Sell
122,552
-1,416
-1% -$94.1K 5.63% 4
2024
Q1 		$8.12M Buy
123,968
+6,928
+6% +$439K 5.86% 4
2023
Q4 		$7.08M Buy
117,040
+11,864
+11% +$661K 5.53% 5
2023
Q3 		$5.45M Buy
105,176
+4,456
+4% +$242K 4.88% 5
2023
Q2 		$5.57M Buy
100,720
+10,768
+12% +$541K 4.78% 5
2023
Q1 		$4.33M Buy
89,952
+10,736
+14% +$475K 4.19% 5
2022
Q4 		$3.16M Buy
+79,216
New +$3.23M 3.42% 5

Other funds holding VGT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return