Fortitude Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Fortitude Advisory Group’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	$816K	Buy	6,829 +685	+11%	+$75K	0.31%	71
2026 Q1	$536K	Hold	6,144	–	–	0.24%	88
2025 Q4	$579K	Hold	6,144	–	–	0.25%	72
2025 Q3	$573K	Hold	6,144	–	–	0.31%	69
2025 Q2	$509K	Buy	6,144 +48	+0.8%	+$3.49K	0.29%	68
2025 Q1	$387K	Hold	6,096	–	–	0.28%	78
2024 Q4	$474K	Buy	6,096 +408	+7%	+$31.3K	0.29%	70
2024 Q3	$417K	Sell	5,688 -128	-2%	-$9.1K	0.26%	91
2024 Q2	$419K	Sell	5,816 -1,832	-24%	-$122K	0.25%	79
2024 Q1	$501K	Sell	7,648 -5,568	-42%	-$353K	0.28%	78
2023 Q4	$799K	Sell	13,216 -2,232	-14%	-$124K	0.49%	39
2023 Q3	$801K	Sell	15,448 -1,624	-10%	-$88.3K	0.54%	37
2023 Q2	$944K	Buy	17,072 +128	+0.8%	+$6.43K	0.69%	29
2023 Q1	$816K	Sell	16,944 -64	-0.4%	-$2.83K	0.63%	34
2022 Q4	$679K	Buy	17,008 +8	+0%	+$326	0.58%	41
2022 Q3	$653K	Hold	17,000	–	–	0.62%	41
2022 Q2	$694K	Sell	17,000 -272	-2%	-$12.3K	0.63%	40
2022 Q1	$899K	Sell	17,272 -632	-4%	-$32.4K	0.48%	34
2021 Q4	$1.03M	Buy	+17,904	New	+$983K	0.52%	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

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

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

Fortitude Advisory Group's VGT Position: Q2 2026 in Review

Fortitude Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, buying an estimated $75K and bringing the position to 6,829 shares worth $816K. The position accounts for 0.31% of the portfolio, ranked #71.

Fortitude Advisory Group first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Fortitude Advisory Group held 6,829 shares of Vanguard Information Technology ETF worth $816K as of Q2 2026.
Fortitude Advisory Group bought 685 Vanguard Information Technology ETF shares in Q2 2026, an estimated $75K.
Vanguard Information Technology ETF made up 0.31% of Fortitude Advisory Group's portfolio in Q2 2026, its #71 holding.
Fortitude Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's Vanguard Information Technology ETF position peaked at $1.03M in Q4 2021.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.