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Bogart Wealth LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Bogart Wealth LLC’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 		$1.34M Buy
15,392
+1,680
+12% +$155K 0.05% 121
2025
Q4 		$1.29M Buy
13,712
+304
+2% +$28.9K 0.05% 121
2025
Q3 		$1.25M Buy
13,408
+840
+7% +$73.4K 0.05% 121
2025
Q2 		$1.04M Hold
12,568
– – 0.04% 126
2025
Q1 		$852K Sell
12,568
-56
-0.4% -$4.22K 0.04% 129
2024
Q4 		$981K Buy
12,624
+8
+0.1% +$614 0.05% 127
2024
Q3 		$925K Hold
12,616
– – 0.04% 127
2024
Q2 		$909K Buy
12,616
+11,032
+696% +$733K 0.05% 126
2024
Q1 		$104K Buy
1,584
+320
+25% +$20.3K 0.01% 279
2023
Q4 		$76.5K Buy
1,264
+592
+88% +$33K ﹤0.01% 300
2023
Q3 		$34.8K Buy
672
+104
+18% +$5.66K ﹤0.01% 402
2023
Q2 		$31.3K Sell
568
-688
-55% -$34.5K ﹤0.01% 393
2023
Q1 		$60.4K Sell
1,256
-472
-27% -$20.9K ﹤0.01% 293
2022
Q4 		$68.9K Buy
1,728
+592
+52% +$24.2K ﹤0.01% 266
2022
Q3 		$44K Sell
1,136
-120
-10% -$5.28K ﹤0.01% 315
2022
Q2 		$51K Buy
1,256
+32
+3% +$1.44K ﹤0.01% 283
2022
Q1 		$64K Hold
1,224
– – 0.01% 254
2021
Q4 		$70K Sell
1,224
-72
-6% -$3.95K 0.01% 229
2021
Q3 		$65K Sell
1,296
-144
-10% -$7.46K 0.01% 230
2021
Q2 		$72K Buy
1,440
+360
+33% +$17K 0.01% 214
2021
Q1 		$48K Sell
1,080
-14,808
-93% -$666K 0.01% 233
2020
Q4 		$702K Sell
15,888
-80
-0.5% -$3.29K 0.13% 101
2020
Q3 		$621K Buy
15,968
+15,184
+1,937% +$572K 0.14% 97
2020
Q2 		$27K Buy
784
+608
+345% +$19K 0.01% 220
2020
Q1 		$5K Buy
176
+16
+10% +$485 ﹤0.01% 333
2019
Q4 		$5K Buy
+160
New +$4.58K ﹤0.01% 331
2019
Q1 		– Sell
-80
Closed -$1K – 382
2018
Q4 		$1K Hold
80
– – ﹤0.01% 337
2018
Q3 		$2K Buy
+80
New +$1.95K ﹤0.01% 309

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 $1.56T 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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 $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bogart Wealth LLC's VGT Position: Q1 2026 in Review

Bogart Wealth LLC increased its Vanguard Information Technology ETF (VGT) stake by 12% in Q1 2026, buying an estimated $155K and bringing the position to 15,392 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #121.

Bogart Wealth LLC first reported a position in VGT in Q3 2018 and has held it in 28 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Bogart Wealth LLC held 15,392 shares of Vanguard Information Technology ETF worth $1.34M as of Q1 2026.
  • Bogart Wealth LLC bought 1,680 Vanguard Information Technology ETF shares in Q1 2026, an estimated $155K.
  • Vanguard Information Technology ETF made up 0.05% of Bogart Wealth LLC's portfolio in Q1 2026, its #121 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 28 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.