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

Consolidated Portfolio Review 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
2025 Q4	–	Sell	-19,216	Closed	-$1.79M	–	402
2025 Q3	$1.79M	Buy	19,216 +504	+3%	+$44K	0.23%	113
2025 Q2	$1.55M	Sell	18,712 -872	-4%	-$63.4K	0.21%	113
2025 Q1	$1.33M	Sell	19,584 -880	-4%	-$66.3K	0.21%	114
2024 Q4	$1.59M	Buy	20,464 +1,408	+7%	+$108K	0.25%	103
2024 Q3	$1.4M	Sell	19,056 -1,024	-5%	-$72.8K	0.31%	76
2024 Q2	$1.45M	Buy	20,080 +5,800	+41%	+$386K	0.34%	77
2024 Q1	$936K	Sell	14,280 -13,936	-49%	-$883K	0.25%	104
2023 Q4	$1.71M	Sell	28,216 -5,976	-17%	-$333K	0.39%	68
2023 Q3	$1.77M	Sell	34,192 -1,008	-3%	-$54.8K	0.43%	66
2023 Q2	$1.95M	Buy	35,200 +320	+0.9%	+$16.1K	0.46%	58
2023 Q1	$1.68M	Buy	+34,880	New	+$1.54M	0.45%	58

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Consolidated Portfolio Review Corp's VGT Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 19,216 shares — an estimated $1.79M sold.

Consolidated Portfolio Review Corp first reported a position in VGT in Q1 2023 and held it in 11 quarters. The position peaked at $1.95M in Q2 2023. 2,023 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 19,216 Vanguard Information Technology ETF shares in Q4 2025, an estimated $1.79M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Information Technology ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Information Technology ETF position peaked at $1.95M in Q2 2023.
2,023 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.