Private Wealth Advisors (California)’s Vanguard Information Technology ETF VGT Stock Holding History

Private Wealth Advisors (California)’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	$1.88M	Sell	15,729 -743	-5%	-$81.4K	0.48%	51
2026 Q1	$1.44M	Sell	16,472 -328	-2%	-$30.2K	0.4%	57
2025 Q4	$1.58M	Sell	16,800 -56	-0.3%	-$5.32K	0.51%	54
2025 Q3	$1.57M	Buy	16,856 +16	+0.1%	+$1.4K	0.53%	53
2025 Q2	$1.4M	Buy	16,840 +1,304	+8%	+$94.8K	0.51%	50
2025 Q1	$1.05M	Sell	15,536 -824	-5%	-$62.1K	0.38%	54
2024 Q4	$1.27M	Sell	16,360 -32	-0.2%	-$2.46K	0.5%	47
2024 Q3	$1.17M	Sell	16,392 -640	-4%	-$45.5K	0.45%	49
2024 Q2	$1.24M	Sell	17,032 -176	-1%	-$11.7K	0.48%	48
2024 Q1	$1.13M	Sell	17,208 -6,040	-26%	-$383K	0.46%	49
2023 Q4	$1.41M	Sell	23,248 -360	-2%	-$20.1K	0.55%	42
2023 Q3	$1.22M	Sell	23,608 -24	-0.1%	-$1.3K	0.52%	42
2023 Q2	$1.31M	Sell	23,632 -56	-0.2%	-$2.81K	0.53%	41
2023 Q1	$1.14M	Sell	23,688 -240	-1%	-$10.6K	0.48%	42
2022 Q4	$955K	Hold	23,928	–	–	0.32%	51
2022 Q3	$919K	Hold	23,928	–	–	0.43%	44
2022 Q2	$1.14M	Sell	23,928 -2,168	-8%	-$97.7K	0.42%	45
2022 Q1	$1.36M	Buy	26,096 +2,072	+9%	+$106K	0.43%	42
2021 Q4	$1.38M	Buy	24,024 +48	+0.2%	+$2.63K	0.29%	47
2021 Q3	$1.32M	Sell	23,976 -80	-0.3%	-$4.15K	0.32%	57
2021 Q2	$1.2M	Sell	24,056 -1,480	-6%	-$69.8K	0.37%	50
2021 Q1	$1.14M	Sell	25,536 -1,048	-4%	-$47.1K	0.39%	43
2020 Q4	$1.18M	Sell	26,584 -136	-0.5%	-$5.59K	0.41%	36
2020 Q3	$1.04M	Buy	26,720 +1,136	+4%	+$42.8K	0.54%	29
2020 Q2	$891K	Sell	25,584 -200	-0.8%	-$6.24K	0.62%	25
2020 Q1	$683K	Sell	25,784 -7,808	-23%	-$237K	0.56%	32
2019 Q4	$1.03M	Sell	33,592 -24,368	-42%	-$698K	0.59%	38
2019 Q3	$1.56M	Sell	57,960 -12,264	-17%	-$330K	1.02%	22
2019 Q2	$1.76M	Hold	70,224	–	–	1.2%	21
2019 Q1	$1.76M	Sell	70,224 -592	-0.8%	-$13.8K	1.2%	21
2018 Q4	$1.48M	Buy	+70,816	New	+$1.6M	1.19%	21

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

Private Wealth Advisors (California)'s VGT Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its Vanguard Information Technology ETF (VGT) stake by 4.5% in Q2 2026, selling an estimated $81.4K and leaving 15,729 shares worth $1.88M. The position accounts for 0.48% of the portfolio, ranked #51.

Private Wealth Advisors (California) first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Private Wealth Advisors (California) held 15,729 shares of Vanguard Information Technology ETF worth $1.88M as of Q2 2026.
Private Wealth Advisors (California) sold 743 Vanguard Information Technology ETF shares in Q2 2026, an estimated $81.4K.
Vanguard Information Technology ETF made up 0.48% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #51 holding.
Private Wealth Advisors (California) first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.