Strategic Financial Concepts’s Vanguard Information Technology ETF VGT Stock Holding History

Strategic Financial Concepts’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	-13,632	Closed	-$1.13M	–	318
2025 Q2	$1.13M	Sell	13,632 -1,512	-10%	-$110K	0.16%	73
2025 Q1	$1.03M	Sell	15,144 -1,560	-9%	-$118K	0.19%	118
2024 Q4	$1.3M	Sell	16,704 -7,944	-32%	-$610K	0.25%	85
2024 Q3	$1.81M	Sell	24,648 -12,031,016	-100%	-$855M	0.58%	38
2024 Q2	$63.3K	Buy	12,055,664 +12,033,648	+54,659%	+$800M	0.04%	222
2024 Q1	$1.44M	Buy	+22,016	New	+$1.4M	0.35%	67
2023 Q4	–	Sell	-22,688	Closed	-$1.18M	–	265
2023 Q3	$1.18M	Buy	22,688 +13,072	+136%	+$711K	0.4%	65
2023 Q2	$532K	Sell	9,616 -40	-0.4%	-$2.01K	0.2%	116
2023 Q1	$465K	Buy	+9,656	New	+$427K	0.19%	119

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

Strategic Financial Concepts's VGT Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 13,632 shares — an estimated $1.13M sold.

Strategic Financial Concepts first reported a position in VGT in Q1 2023 and held it in 9 quarters. The position peaked at $1.81M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Strategic Financial Concepts reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 13,632 Vanguard Information Technology ETF shares in Q3 2025, an estimated $1.13M.
Strategic Financial Concepts first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's Vanguard Information Technology ETF position peaked at $1.81M in Q3 2024.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.