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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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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,033 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.
  • 2,033 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.