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

Talisman 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	–	Sell	-5,472	Closed	-$478K	–	142
2026 Q1	$478K	Sell	5,472 -376	-6%	-$34.6K	0.38%	58
2025 Q4	$553K	Buy	5,848 +424	+8%	+$40.3K	0.43%	53
2025 Q3	$506K	Hold	5,424	–	–	0.42%	59
2025 Q2	$450K	Hold	5,424	–	–	0.41%	60
2025 Q1	$368K	Buy	5,424 +72	+1%	+$5.42K	0.38%	67
2024 Q4	$416K	Buy	5,352 +64	+1%	+$4.92K	0.44%	55
2024 Q3	$387K	Sell	5,288 -256	-5%	-$18.2K	0.41%	63
2024 Q2	$399K	Sell	5,544 -152	-3%	-$10.1K	0.46%	58
2024 Q1	$373K	Sell	5,696 -384	-6%	-$24.3K	0.47%	59
2023 Q4	$368K	Sell	6,080 -72	-1%	-$4.01K	0.55%	53
2023 Q3	$319K	Buy	6,152 +8	+0.1%	+$435	0.55%	58
2023 Q2	$340K	Hold	6,144	–	–	0.58%	58
2023 Q1	$296K	Hold	6,144	–	–	0.53%	65
2022 Q4	$245K	Buy	+6,144	New	+$251K	0.52%	62

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Talisman Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 5,472 shares — an estimated $478K sold.

Talisman Wealth Advisors first reported a position in VGT in Q4 2022 and held it in 14 quarters. The position peaked at $553K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Talisman Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 5,472 Vanguard Information Technology ETF shares in Q2 2026, an estimated $478K.
Talisman Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 14 quarters.
Talisman Wealth Advisors's Vanguard Information Technology ETF position peaked at $553K in Q4 2025.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.