SS
VGT icon

Sound Stewardship’s Vanguard Information Technology ETF VGT Stock Holding History

Sound Stewardship’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 		$7.59M Sell
63,518
-1,210
-2% -$132K 3.13% 16
2026
Q1 		$5.65M Buy
64,728
+1,520
+2% +$140K 2.59% 17
2025
Q4 		$5.96M Sell
63,208
-5,288
-8% -$502K 2.85% 16
2025
Q3 		$6.39M Sell
68,496
-912
-1% -$79.7K 3.07% 14
2025
Q2 		$5.75M Buy
69,408
+4,312
+7% +$314K 2.97% 13
2025
Q1 		$4.41M Sell
65,096
-2,664
-4% -$201K 2.51% 17
2024
Q4 		$5.27M Sell
67,760
-1,312
-2% -$101K 3.13% 13
2024
Q3 		$5.06M Sell
69,072
-816
-1% -$58K 2.84% 16
2024
Q2 		$5.04M Sell
69,888
-504
-0.7% -$33.5K 3.06% 13
2024
Q1 		$4.61M Sell
70,392
-4,432
-6% -$281K 2.8% 16
2023
Q4 		$4.53M Sell
74,824
-976
-1% -$54.4K 3% 12
2023
Q3 		$3.93M Sell
75,800
-2,984
-4% -$162K 2.64% 15
2023
Q2 		$4.35M Sell
78,784
-2,560
-3% -$129K 2.87% 12
2023
Q1 		$3.92M Buy
81,344
+2,472
+3% +$109K 2.64% 16
2022
Q4 		$3.15M Buy
+78,872
New +$3.22M 2.33% 18

Other funds holding VGT

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return