WRPWM
VGT icon

Werba Rubin Papier Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Werba Rubin Papier Wealth Management’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 		$549K Sell
6,288
-2,176
-26% -$200K 0.08% 130
2025
Q4 		$798K Hold
8,464
– – 0.22% 73
2025
Q3 		$790K Sell
8,464
-472
-5% -$41.2K 0.13% 89
2025
Q2 		$741K Hold
8,936
– – 0.14% 87
2025
Q1 		$606K Sell
8,936
-1,080
-11% -$81.4K 0.13% 90
2024
Q4 		$778K Sell
10,016
-280
-3% -$21.5K 0.18% 74
2024
Q3 		$755K Buy
10,296
+944
+10% +$67.1K 0.18% 78
2024
Q2 		$674K Buy
9,352
+3,624
+63% +$241K 0.19% 70
2024
Q1 		$375K Buy
+5,728
New +$363K 0.11% 90

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