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

Private Wealth Asset 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	$239K	Hold	2,000	–	–	0.02%	248
2026 Q1	$174K	Sell	2,000 -136	-6%	-$12.5K	0.02%	275
2025 Q4	$201K	Hold	2,136	–	–	0.02%	257
2025 Q3	$199K	Sell	2,136 -152	-7%	-$13.3K	0.02%	241
2025 Q2	$190K	Sell	2,288 -80	-3%	-$5.82K	0.03%	237
2025 Q1	$161K	Buy	+2,368	New	+$178K	0.02%	253

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 Asset Management's VGT Position: Q2 2026 in Review

Private Wealth Asset Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 2,000 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #248.

Private Wealth Asset Management first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Private Wealth Asset Management held 2,000 shares of Vanguard Information Technology ETF worth $239K as of Q2 2026.
Private Wealth Asset Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #248 holding.
Private Wealth Asset Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.