Catalina Capital Group’s Vanguard Information Technology ETF VGT Stock Holding History

Catalina Capital 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 Q1	–	Sell	-5,776	Closed	-$449K	–	358
2024 Q4	$449K	Buy	5,776 +472	+9%	+$36.3K	0.15%	141
2024 Q3	$389K	Buy	5,304 +992	+23%	+$70.5K	0.13%	159
2024 Q2	$311K	Sell	4,312 -112	-3%	-$7.45K	0.12%	176
2024 Q1	$290K	Buy	+4,424	New	+$280K	0.12%	181

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

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

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

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

Catalina Capital Group's VGT Position: Q1 2025 in Review

Catalina Capital Group sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 5,776 shares — an estimated $449K sold.

Catalina Capital Group first reported a position in VGT in Q1 2024 and held it in 4 quarters. The position peaked at $449K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Catalina Capital Group reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
Catalina Capital Group sold 5,776 Vanguard Information Technology ETF shares in Q1 2025, an estimated $449K.
Catalina Capital Group first reported a position in Vanguard Information Technology ETF in Q1 2024 and held it in 4 quarters.
Catalina Capital Group's Vanguard Information Technology ETF position peaked at $449K in Q4 2024.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Catalina Capital Group's 13F filing for Q1 2025, filed 21 Apr 2025.