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

PUREfi 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 Q3	$625K	Hold	4,972	–	–	0.29%	77
2026 Q2	$594K	Buy	4,972 +4	+0.1%	+$438	0.33%	71
2026 Q1	$434K	Sell	4,968 -40	-0.8%	-$3.68K	0.28%	93
2025 Q4	$472K	Sell	5,008 -40	-0.8%	-$3.8K	0.36%	74
2025 Q3	$471K	Hold	5,048	–	–	0.36%	74
2025 Q2	$419K	Sell	5,048 -1,520	-23%	-$111K	0.33%	79
2025 Q1	$446K	Buy	6,568 +88	+1%	+$6.63K	0.45%	62
2024 Q4	$504K	Buy	+6,480	New	+$498K	0.49%	53

Other funds holding VGT

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

PUREfi Wealth's VGT Position: Q3 2026 in Review

PUREfi Wealth held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 4,972 shares worth $625K. The position accounts for 0.29% of the portfolio, ranked #77.

PUREfi Wealth first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

PUREfi Wealth held 4,972 shares of Vanguard Information Technology ETF worth $625K as of Q3 2026.
PUREfi Wealth left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.29% of PUREfi Wealth's portfolio in Q3 2026, its #77 holding.
PUREfi Wealth first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
962 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.