Forefront Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Forefront Wealth Management’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	$2.14M	Buy	22,664 +872	+4%	+$82.9K	1.53%	25
2025 Q3	$2.03M	Buy	21,792 +8	+0%	+$699	1.49%	26
2025 Q2	$1.81M	Buy	21,784 +1,128	+5%	+$82K	1.45%	26
2025 Q1	$1.4M	Sell	20,656 -152	-0.7%	-$11.5K	1.3%	29
2024 Q4	$1.62M	Buy	+20,808	New	+$1.6M	1.49%	26
2023 Q3	$1.22M	Buy	23,456 +40	+0.2%	+$2.17K	1.71%	20
2023 Q2	$1.29M	Buy	23,416 +88	+0.4%	+$4.42K	1.71%	22
2023 Q1	$1.12M	Sell	23,328 -304	-1%	-$13.4K	1.47%	23
2022 Q4	$944K	Sell	23,632 -56	-0.2%	-$2.29K	1.27%	24
2022 Q3	$910K	Sell	23,688 -1,312	-5%	-$57.7K	1.27%	25
2022 Q2	$1.02M	Sell	25,000 -960	-4%	-$43.2K	1.38%	25
2022 Q1	$1.35M	Buy	25,960 +16	+0.1%	+$821	1.34%	27
2021 Q4	$1.49M	Buy	+25,944	New	+$1.42M	1.42%	26

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

Forefront Wealth Management's VGT Position: Q4 2025 in Review

Forefront Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 4% in Q4 2025, buying an estimated $82.9K and bringing the position to 22,664 shares worth $2.14M. The position accounts for 1.53% of the portfolio, ranked #25.

Forefront Wealth Management first reported a position in VGT in Q4 2021 and has held it in 13 quarters since. 2,022 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Forefront Wealth Management held 22,664 shares of Vanguard Information Technology ETF worth $2.14M as of Q4 2025.
Forefront Wealth Management bought 872 Vanguard Information Technology ETF shares in Q4 2025, an estimated $82.9K.
Vanguard Information Technology ETF made up 1.53% of Forefront Wealth Management's portfolio in Q4 2025, its #25 holding.
Forefront Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 13 quarters since.
2,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.