Consolidated Planning Corp’s Vanguard Information Technology ETF VGT Stock Holding History

Consolidated Planning Corp’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	–	Sell	-2,224	Closed	-$210K	–	214
2025 Q4	$210K	Sell	2,224 -32	-1%	-$3.04K	0.02%	199
2025 Q3	$211K	Buy	+2,256	New	+$197K	0.02%	186
2024 Q2	–	Sell	-3,272	Closed	-$214K	–	205
2024 Q1	$214K	Buy	+3,272	New	+$207K	0.04%	178
2023 Q3	–	Sell	-7,128	Closed	-$394K	–	171
2023 Q2	$394K	Buy	+7,128	New	+$358K	0.08%	120
2021 Q4	–	Sell	-256	Closed	-$13K	–	430
2021 Q3	$13K	Buy	+256	New	+$13.3K	0.01%	294

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

Consolidated Planning Corp's VGT Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 2,224 shares — an estimated $210K sold.

Consolidated Planning Corp first reported a position in VGT in Q3 2021 and held it in 5 quarters. The position peaked at $394K in Q2 2023. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Consolidated Planning Corp reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 2,224 Vanguard Information Technology ETF shares in Q1 2026, an estimated $210K.
Consolidated Planning Corp first reported a position in Vanguard Information Technology ETF in Q3 2021 and held it in 5 quarters.
Consolidated Planning Corp's Vanguard Information Technology ETF position peaked at $394K in Q2 2023.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.