WAAG
VGT icon

Wealth Alliance Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Wealth Alliance Advisory Group’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
Q1 		$370K Hold
4,240
– – 0.06% 140
2025
Q4 		$400K Hold
4,240
– – 0.07% 135
2025
Q3 		$396K Hold
4,240
– – 0.07% 131
2025
Q2 		$352K Hold
4,240
– – 0.07% 137
2025
Q1 		$287K Hold
4,240
– – 0.06% 149
2024
Q4 		$330K Hold
4,240
– – 0.07% 131
2024
Q3 		$311K Hold
4,240
– – 0.07% 140
2024
Q2 		$306K Hold
4,240
– – 0.07% 144
2024
Q1 		$278K Sell
4,240
-216
-5% -$13.7K 0.06% 150
2023
Q4 		$270K Buy
4,456
+56
+1% +$3.12K 0.07% 147
2023
Q3 		$228K Hold
4,400
– – 0.07% 153
2023
Q2 		$243K Buy
+4,400
New +$221K 0.09% 144

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return