49 Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

49 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 Q2	–	Sell	-2,544	Closed	-$222K	–	292
2026 Q1	$222K	Sell	2,544 -328	-11%	-$30.2K	0.02%	181
2025 Q4	$270K	Sell	2,872 -24	-0.8%	-$2.28K	0.02%	163
2025 Q3	$270K	Buy	2,896 +104	+4%	+$9.09K	0.03%	159
2025 Q2	$231K	Sell	2,792 -224	-7%	-$16.3K	0.02%	158
2025 Q1	$205K	Buy	+3,016	New	+$227K	0.02%	174

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

49 Wealth Management's VGT Position: Q2 2026 in Review

49 Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 2,544 shares — an estimated $222K sold.

49 Wealth Management first reported a position in VGT in Q1 2025 and held it in 5 quarters. The position peaked at $270K in Q3 2025. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

49 Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 2,544 Vanguard Information Technology ETF shares in Q2 2026, an estimated $222K.
49 Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and held it in 5 quarters.
49 Wealth Management's Vanguard Information Technology ETF position peaked at $270K in Q3 2025.
2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.