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

Forefront 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
2025
Q4 		– Sell
-3,144
Closed -$293K – 196
2025
Q3 		$293K Buy
+3,144
New +$275K 0.07% 159

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Forefront Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 3,144 shares — an estimated $293K sold.

Forefront Wealth Partners first reported a position in VGT in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 2,022 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

  • Forefront Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 3,144 Vanguard Information Technology ETF shares in Q4 2025, an estimated $293K.
  • Forefront Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Vanguard Information Technology ETF position peaked at $293K in Q3 2025.
  • 2,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.