Private Client Services’s Vanguard Information Technology ETF VGT Stock Holding History

Private Client Services’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	$808K	Sell	6,759 -1	-0%	-$109	0.21%	89
2026 Q1	$589K	Hold	6,760	–	–	0.18%	104
2025 Q4	$637K	Buy	6,760 +56	+0.8%	+$5.32K	0.2%	83
2025 Q3	$626K	Sell	6,704 -80	-1%	-$6.99K	0.21%	87
2025 Q2	$563K	Buy	6,784 +448	+7%	+$32.6K	0.22%	95
2025 Q1	$430K	Sell	6,336 -8	-0.1%	-$603	0.21%	103
2024 Q4	$493K	Buy	6,344 +80	+1%	+$6.14K	0.27%	85
2024 Q3	$459K	Sell	6,264 -672	-10%	-$47.8K	0.25%	84
2024 Q2	$500K	Hold	6,936	–	–	0.31%	69
2024 Q1	$455K	Sell	6,936 -616	-8%	-$39K	0.31%	73
2023 Q4	$457K	Buy	+7,552	New	+$421K	0.38%	82

Other funds holding VGT

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return