RDA Financial Network’s Vanguard Information Technology ETF VGT Stock Holding History

RDA Financial Network’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	$565K	Buy	4,724 +100	+2%	+$10.9K	0.12%	145
2026 Q1	$403K	Sell	4,624 -40	-0.9%	-$3.68K	0.1%	184
2025 Q4	$439K	Hold	4,664	–	–	0.11%	168
2025 Q3	$435K	Sell	4,664 -96	-2%	-$8.39K	0.11%	165
2025 Q2	$395K	Buy	4,760 +176	+4%	+$12.8K	0.11%	174
2025 Q1	$311K	Sell	4,584 -56	-1%	-$4.22K	0.09%	187
2024 Q4	$361K	Hold	4,640	–	–	0.11%	172
2024 Q3	$340K	Buy	4,640 +120	+3%	+$8.53K	0.11%	175
2024 Q2	$326K	Hold	4,520	–	–	0.11%	173
2024 Q1	$296K	Buy	4,520 +240	+6%	+$15.2K	0.1%	182
2023 Q4	$259K	Buy	+4,280	New	+$238K	0.1%	184
2020 Q1	–	Sell	-6,688	Closed	-$217K	–	249
2019 Q4	$217K	Buy	+6,688	New	+$191K	0.09%	227

Other funds holding VGT

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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