Elevation Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Elevation Wealth Partners’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 Q2	$148K	Sell	1,240 -64	-5%	-$7.01K	0.04%	162
2026 Q1	$114K	Hold	1,304	–	–	0.04%	161
2025 Q4	$123K	Hold	1,304	–	–	0.04%	153
2025 Q3	$122K	Hold	1,304	–	–	0.04%	158
2025 Q2	$108K	Hold	1,304	–	–	0.04%	168
2025 Q1	$88.5K	Sell	1,304 -3,296	-72%	-$248K	0.04%	183
2024 Q4	$358K	Buy	4,600 +3,648	+383%	+$280K	0.15%	78
2024 Q3	$69.8K	Buy	952 +920	+2,875%	+$65.4K	0.03%	193
2024 Q2	$2.31K	Hold	32	–	–	﹤0.01%	446
2024 Q1	$2.1K	Buy	+32	New	+$2.03K	﹤0.01%	417

Other funds holding VGT

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Elevation Wealth Partners's VGT Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 4.9% in Q2 2026, selling an estimated $7.01K and leaving 1,240 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #162.

Elevation Wealth Partners first reported a position in VGT in Q1 2024 and has held it in 10 quarters since. The position peaked at $358K in Q4 2024. 961 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Elevation Wealth Partners held 1,240 shares of Vanguard Information Technology ETF worth $148K as of Q2 2026.
Elevation Wealth Partners sold 64 Vanguard Information Technology ETF shares in Q2 2026, an estimated $7.01K.
Vanguard Information Technology ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #162 holding.
Elevation Wealth Partners first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Vanguard Information Technology ETF position peaked at $358K in Q4 2024.
961 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.