Oliver Lagore Vanvalin Investment Group’s Vanguard Information Technology ETF VGT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$10.5K	Buy	+152	New	+$11.1K	﹤0.01%	413
2024 Q4	$22.2K	Sell	288 -2,168	-88%	-$167K	0.01%	350
2024 Q3	$180K	Sell	2,456 -1,616	-40%	-$115K	0.05%	130
2024 Q2	$294K	Sell	4,072 -4,584	-53%	-$305K	0.08%	98
2024 Q1	$567K	Sell	8,656 -6,032	-41%	-$382K	0.17%	86
2023 Q4	$889K	Sell	14,688 -6,936	-32%	-$386K	0.33%	58
2023 Q3	$1.12M	Sell	21,624 -232	-1%	-$12.6K	0.44%	36
2023 Q2	$1.21M	Sell	21,856 -8,760	-29%	-$440K	0.44%	39
2023 Q1	$1.48M	Sell	30,616 -18,272	-37%	-$808K	0.63%	21
2022 Q4	$1.95M	Sell	48,888 -83,048	-63%	-$3.39M	1.1%	19
2022 Q3	$5.07M	Buy	131,936 +15,384	+13%	+$677K	3.27%	5
2022 Q2	$4.76M	Sell	116,552 -13,952	-11%	-$628K	2.77%	8
2022 Q1	$6.72M	Sell	130,504 -2,913,576	-96%	-$150M	4.5%	4
2021 Q4	$174M	Buy	+3,044,080	New	+$167M	12.49%	2

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

Oliver Lagore Vanvalin Investment Group's VGT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2025: 152 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VGT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VGT in Q4 2021 and has held it in 14 quarters since. The position peaked at $174M in Q4 2021. 1,784 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 152 shares of Vanguard Information Technology ETF worth $10.5K as of Q2 2025.
Vanguard Information Technology ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Information Technology ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #413 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Information Technology ETF position peaked at $174M in Q4 2021.
1,784 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.