SXL
VGT icon

Summit X LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Summit X LLC’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
-6,032
Closed -$500K – 228
2025
Q2 		$500K Buy
6,032
+3,016
+100% +$219K 0.09% 144
2025
Q1 		$205K Sell
3,016
-160
-5% -$12.1K 0.04% 222
2024
Q4 		$247K Hold
3,176
– – 0.05% 188
2024
Q3 		$229K Sell
3,176
-880
-22% -$62.5K 0.06% 184
2024
Q2 		$295K Buy
+4,056
New +$270K 0.07% 184
2022
Q1 		– Sell
-4,168
Closed -$239K – 273
2021
Q4 		$239K Buy
4,168
+8
+0.2% +$439 0.06% 235
2021
Q3 		$208K Hold
4,160
– – 0.05% 244
2021
Q2 		$208K Buy
+4,160
New +$196K 0.05% 247
2020
Q4 		– Sell
-3,280
Closed -$1.25K – 428
2020
Q3 		$1.25K Buy
+3,280
New +$123K 0.02% 222

Other funds holding VGT

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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