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

BlackDiamond 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	$308K	Hold	3,536	–	–	0.15%	134
2025 Q4	$332K	Sell	3,536 -536	-13%	-$50.9K	0.16%	131
2025 Q3	$380K	Buy	4,072 +8	+0.2%	+$699	0.21%	94
2025 Q2	$333K	Sell	4,064 -56	-1%	-$4.07K	0.19%	101
2025 Q1	$294K	Sell	4,120 -704	-15%	-$53K	0.2%	100
2024 Q4	$375K	Buy	4,824 +88	+2%	+$6.76K	0.22%	98
2024 Q3	$369K	Sell	4,736 -1,488	-24%	-$106K	0.22%	102
2024 Q2	$414K	Sell	6,224 -120	-2%	-$7.98K	0.27%	82
2024 Q1	$416K	Buy	6,344 +192	+3%	+$12.2K	0.3%	83
2023 Q4	$389K	Hold	6,152	–	–	0.29%	81
2023 Q3	$311K	Sell	6,152 -16	-0.3%	-$870	0.28%	87
2023 Q2	$350K	Sell	6,168 -280	-4%	-$14.1K	0.3%	80
2023 Q1	$297K	Sell	6,448 -40	-0.6%	-$1.77K	0.3%	75
2022 Q4	$265K	Buy	6,488 +16	+0.2%	+$653	0.3%	82
2022 Q3	$268K	Sell	6,472 -128	-2%	-$5.63K	0.32%	77
2022 Q2	$292K	Buy	6,600 +8	+0.1%	+$360	0.36%	81
2022 Q1	$343K	Sell	6,592 -736	-10%	-$37.8K	0.41%	72
2021 Q4	$420K	Buy	+7,328	New	+$402K	0.48%	68

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackDiamond Wealth Management's VGT Position: Q1 2026 in Review

BlackDiamond Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,536 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #134.

BlackDiamond Wealth Management first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $420K in Q4 2021. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

BlackDiamond Wealth Management held 3,536 shares of Vanguard Information Technology ETF worth $308K as of Q1 2026.
BlackDiamond Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.15% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #134 holding.
BlackDiamond Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
BlackDiamond Wealth Management's Vanguard Information Technology ETF position peaked at $420K in Q4 2021.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.