Sheets Smith Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Sheets Smith Wealth 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	$562K	Buy	4,705 +177	+4%	+$19.4K	0.06%	284
2026 Q1	$395K	Sell	4,528 -120	-3%	-$11K	0.04%	315
2025 Q4	$438K	Sell	4,648 -336	-7%	-$31.9K	0.05%	292
2025 Q3	$465K	Sell	4,984 -408	-8%	-$35.6K	0.05%	289
2025 Q2	$447K	Buy	5,392 +24	+0.4%	+$1.75K	0.05%	295
2025 Q1	$364K	Sell	5,368 -88	-2%	-$6.63K	0.05%	287
2024 Q4	$424K	Sell	5,456 -2,160	-28%	-$166K	0.05%	283
2024 Q3	$558K	Sell	7,616 -440	-5%	-$31.3K	0.07%	235
2024 Q2	$581K	Buy	8,056 +1,000	+14%	+$66.5K	0.07%	218
2024 Q1	$462K	Buy	+7,056	New	+$447K	0.05%	255
2023 Q4	–	Sell	-280	Closed	-$14.5K	–	497
2023 Q3	$14.5K	Buy	+280	New	+$15.2K	﹤0.01%	440

Other funds holding VGT

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

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