SOA Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

SOA Wealth Advisors’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	$2.7M	Sell	22,593 -1,287	-5%	-$141K	0.45%	47
2026 Q1	$2.08M	Sell	23,880 -944	-4%	-$86.9K	0.39%	52
2025 Q4	$2.34M	Buy	24,824 +8	+0%	+$760	0.39%	50
2025 Q3	$2.32M	Sell	24,816 -1,032	-4%	-$90.2K	0.4%	51
2025 Q2	$2.14M	Sell	25,848 -584	-2%	-$42.5K	0.4%	51
2025 Q1	$1.79M	Sell	26,432 -1,088	-4%	-$82K	0.37%	51
2024 Q4	$2.14M	Sell	27,520 -3,448	-11%	-$265K	0.39%	50
2024 Q3	$2.27M	Sell	30,968 -768	-2%	-$54.6K	0.43%	48
2024 Q2	$2.29M	Sell	31,736 -736	-2%	-$48.9K	0.46%	45
2024 Q1	$2.13M	Buy	32,472 +1,248	+4%	+$79.1K	0.44%	45
2023 Q4	$1.89M	Buy	31,224 +3,440	+12%	+$192K	0.42%	47
2023 Q3	$1.44M	Buy	27,784 +96	+0.3%	+$5.22K	0.36%	52
2023 Q2	$1.53M	Sell	27,688 -184	-0.7%	-$9.24K	0.36%	53
2023 Q1	$1.34M	Buy	27,872 +96	+0.3%	+$4.24K	0.33%	56
2022 Q4	$1.11M	Buy	27,776 +64	+0.2%	+$2.61K	0.3%	58
2022 Q3	$1.06M	Buy	27,712 +1,560	+6%	+$68.6K	0.32%	58
2022 Q2	$1.07M	Buy	26,152 +1,112	+4%	+$50.1K	0.31%	58
2022 Q1	$1.3M	Buy	25,040 +4,408	+21%	+$226K	0.32%	62
2021 Q4	$1.19M	Buy	20,632 +1,024	+5%	+$56.2K	0.29%	61
2021 Q3	$983K	Sell	19,608 -576	-3%	-$29.9K	0.25%	66
2021 Q2	$1.01M	Sell	20,184 -1,592	-7%	-$75.1K	0.26%	67
2021 Q1	$976K	Sell	21,776 -56	-0.3%	-$2.52K	0.27%	66
2020 Q4	$1.02M	Buy	+21,832	New	+$898K	0.28%	63

Other funds holding VGT

FNFDCM

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

AAG

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

SWM

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

AIM

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

TCOO

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

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

PNC

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

MPWT

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

FMC

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

WWM

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

SOA Wealth Advisors's VGT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 5.4% in Q2 2026, selling an estimated $141K and leaving 22,593 shares worth $2.7M. The position accounts for 0.45% of the portfolio, ranked #47.

SOA Wealth Advisors first reported a position in VGT in Q4 2020 and has held it in 23 quarters since. 545 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

SOA Wealth Advisors held 22,593 shares of Vanguard Information Technology ETF worth $2.7M as of Q2 2026.
SOA Wealth Advisors sold 1,287 Vanguard Information Technology ETF shares in Q2 2026, an estimated $141K.
Vanguard Information Technology ETF made up 0.45% of SOA Wealth Advisors's portfolio in Q2 2026, its #47 holding.
SOA Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 23 quarters since.
545 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.