RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Information Technology ETF VGT Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2026 Q2	$110K	Hold	920	–	–	0.01%	123
2026 Q1	$80.2K	Hold	920	–	–	0.01%	130
2025 Q4	$86.7K	Hold	920	–	–	0.01%	123
2025 Q3	$85.9K	Sell	920 -840	-48%	-$73.4K	0.02%	122
2025 Q2	$146K	Hold	1,760	–	–	0.03%	101
2025 Q1	$119K	Hold	1,760	–	–	0.03%	103
2024 Q4	$137K	Hold	1,760	–	–	0.03%	95
2024 Q3	$129K	Hold	1,760	–	–	0.03%	97
2024 Q2	$127K	Hold	1,760	–	–	0.04%	120
2024 Q1	$115K	Hold	1,760	–	–	0.03%	132
2023 Q4	$106K	Hold	1,760	–	–	0.03%	100
2023 Q3	$91.3K	Hold	1,760	–	–	0.03%	98
2023 Q2	$97.3K	Sell	1,760 -640	-27%	-$32.1K	0.03%	96
2023 Q1	$116K	Hold	2,400	–	–	0.04%	89
2022 Q4	$95.8K	Sell	2,400 -4,400	-65%	-$180K	0.04%	90
2022 Q3	$261K	Hold	6,800	–	–	0.12%	47
2022 Q2	$278K	Hold	6,800	–	–	0.13%	45
2022 Q1	$354K	Sell	6,800 -600	-8%	-$30.8K	0.13%	39
2021 Q4	$424K	Buy	7,400 +6,200	+517%	+$340K	0.14%	35
2021 Q3	$60.2K	Hold	1,200	–	–	0.02%	110
2021 Q2	$59.8K	Hold	1,200	–	–	0.02%	119
2021 Q1	$53.8K	Hold	1,200	–	–	0.02%	133
2020 Q4	$53.1K	Hold	1,200	–	–	0.02%	124
2020 Q3	$46.7K	Hold	1,200	–	–	0.02%	123
2020 Q2	$41.8K	Hold	1,200	–	–	0.02%	128
2020 Q1	$32.4K	Hold	1,200	–	–	0.01%	129
2019 Q4	$36.7K	Hold	1,200	–	–	0.01%	150
2019 Q3	$32.3K	Buy	+1,200	New	+$32.3K	0.01%	165
2019 Q2	–	Sell	-1,200	Closed	-$30.1K	–	1366
2019 Q1	$30.1K	Hold	1,200	–	–	0.01%	141
2018 Q4	$25K	Hold	1,200	–	–	0.01%	164
2018 Q3	$30.4K	Hold	1,200	–	–	0.01%	160
2018 Q2	$27.2K	Hold	1,200	–	–	0.01%	156
2018 Q1	$25.6K	Buy	1,200 +400	+50%	+$8.73K	0.01%	154
2017 Q4	$16.5K	Sell	800 -800	-50%	-$16.2K	0.01%	175
2017 Q3	$30.4K	Sell	1,600 -65,168	-98%	-$1.21M	0.01%	153
2017 Q2	$1.18M	Buy	66,768 +65,968	+8,246%	+$1.16M	0.51%	19
2017 Q1	$13.6K	Hold	800	–	–	0.01%	160
2016 Q4	$12.2K	Hold	800	–	–	0.01%	165
2016 Q3	$12K	Hold	800	–	–	0.01%	164
2016 Q2	$10.7K	Hold	800	–	–	0.01%	166
2016 Q1	$11K	Hold	800	–	–	0.01%	170
2015 Q4	$10.8K	Hold	800	–	–	0.01%	169
2015 Q3	$10K	Hold	800	–	–	0.01%	170
2015 Q2	$10.6K	Hold	800	–	–	0.01%	162
2015 Q1	$10.7K	Hold	800	–	–	0.01%	138
2014 Q4	$10.4K	Hold	800	–	–	0.01%	135
2014 Q3	$10K	Hold	800	–	–	0.01%	142
2014 Q2	$9.68K	Hold	800	–	–	0.01%	137
2014 Q1	$9.15K	Hold	800	–	–	0.01%	137
2013 Q4	$10.4K	Buy	+800	New	+$8.48K	0.01%	135

Other funds holding VGT

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

RAFFA WEALTH MANAGEMENT, LLC's VGT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 920 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #123.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VGT in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.18M in Q2 2017. 847 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 920 shares of Vanguard Information Technology ETF worth $110K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #123 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Information Technology ETF in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Vanguard Information Technology ETF position peaked at $1.18M in Q2 2017.
847 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.