Slocum, Gordon & Co’s Vanguard Information Technology ETF VGT Stock Holding History

Slocum, Gordon & Co’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
2025 Q3	–	Sell	-480	Closed	-$39.8K	–	123
2025 Q2	$39.8K	Hold	480	–	–	0.03%	92
2025 Q1	$32.5K	Sell	480 -280	-37%	-$21.1K	0.02%	94
2024 Q4	$59.1K	Hold	760	–	–	0.05%	77
2024 Q3	$55.7K	Hold	760	–	–	0.02%	81
2024 Q2	$54.8K	Buy	+760	New	+$50.5K	0.04%	82

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Slocum, Gordon & Co's VGT Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 480 shares — an estimated $39.8K sold.

Slocum, Gordon & Co first reported a position in VGT in Q2 2024 and held it in 5 quarters. The position peaked at $59.1K in Q4 2024. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Slocum, Gordon & Co reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 480 Vanguard Information Technology ETF shares in Q3 2025, an estimated $39.8K.
Slocum, Gordon & Co first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 5 quarters.
Slocum, Gordon & Co's Vanguard Information Technology ETF position peaked at $59.1K in Q4 2024.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.