Fourth Dimension Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Fourth Dimension Wealth’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 Q1	$500K	Sell	5,736 -464	-7%	-$42.7K	0.19%	76
2025 Q4	$584K	Sell	6,200 -760	-11%	-$72.2K	0.21%	74
2025 Q3	$650K	Buy	6,960 +1,040	+18%	+$90.9K	0.25%	67
2025 Q2	$491K	Hold	5,920	–	–	0.21%	76
2025 Q1	$401K	Hold	5,920	–	–	0.19%	79
2024 Q4	$460K	Buy	+5,920	New	+$455K	0.24%	71

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fourth Dimension Wealth's VGT Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 7.5% in Q1 2026, selling an estimated $42.7K and leaving 5,736 shares worth $500K. The position accounts for 0.19% of the portfolio, ranked #76.

Fourth Dimension Wealth first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $650K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Fourth Dimension Wealth held 5,736 shares of Vanguard Information Technology ETF worth $500K as of Q1 2026.
Fourth Dimension Wealth sold 464 Vanguard Information Technology ETF shares in Q1 2026, an estimated $42.7K.
Vanguard Information Technology ETF made up 0.19% of Fourth Dimension Wealth's portfolio in Q1 2026, its #76 holding.
Fourth Dimension Wealth first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's Vanguard Information Technology ETF position peaked at $650K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.