Elevation Capital Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Elevation Capital Advisory’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	-4,416	Closed	-$412K	–	84
2025 Q3	$412K	Sell	4,416 -30,600	-87%	-$2.67M	0.16%	50
2025 Q2	$2.9M	Sell	35,016 -2,664	-7%	-$194K	1.16%	27
2025 Q1	$2.55M	Buy	+37,680	New	+$2.84M	1.11%	29
2024 Q4	–	Sell	-27,768	Closed	-$2.04M	–	77
2024 Q3	$2.04M	Buy	27,768 +248	+0.9%	+$17.6K	0.9%	32
2024 Q2	$1.98M	Buy	+27,520	New	+$1.83M	0.91%	29

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevation Capital Advisory's VGT Position: Q4 2025 in Review

Elevation Capital Advisory sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 4,416 shares — an estimated $412K sold.

Elevation Capital Advisory first reported a position in VGT in Q2 2024 and held it in 5 quarters. The position peaked at $2.9M in Q2 2025. 2,033 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Elevation Capital Advisory reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
Elevation Capital Advisory sold 4,416 Vanguard Information Technology ETF shares in Q4 2025, an estimated $412K.
Elevation Capital Advisory first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 5 quarters.
Elevation Capital Advisory's Vanguard Information Technology ETF position peaked at $2.9M in Q2 2025.
2,033 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.