Wood Tarver Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Wood Tarver Financial 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
2025 Q3	–	Sell	-944	Closed	-$78K	–	628
2025 Q2	$78K	Hold	944	–	–	0.02%	238
2025 Q1	$64K	Hold	944	–	–	0.02%	252
2024 Q4	$73K	Buy	+944	New	+$72.5K	0.02%	227

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Wood Tarver Financial Group's VGT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Vanguard Information Technology ETF (VGT) in Q3 2025, closing a stake of 944 shares — an estimated $78K sold.

Wood Tarver Financial Group first reported a position in VGT in Q4 2024 and held it in 3 quarters. The position peaked at $78K in Q2 2025. 1,855 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

Wood Tarver Financial Group reported no remaining Vanguard Information Technology ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 944 Vanguard Information Technology ETF shares in Q3 2025, an estimated $78K.
Wood Tarver Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Vanguard Information Technology ETF position peaked at $78K in Q2 2025.
1,855 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.