Guidance Point Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Guidance Point Advisors’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	$357K	Hold	4,072	–	–	0.08%	72
2025 Q4	$385K	Sell	4,072 -160	-4%	-$15.2K	0.09%	66
2025 Q3	$396K	Sell	4,232 -128	-3%	-$11.2K	0.1%	62
2025 Q2	$361K	Buy	4,360 +48	+1%	+$3.49K	0.09%	63
2025 Q1	$293K	Buy	4,312 +40	+0.9%	+$3.01K	0.08%	69
2024 Q4	$332K	Buy	4,272 +16	+0.4%	+$1.23K	0.09%	66
2024 Q3	$312K	Buy	4,256 +152	+4%	+$10.8K	0.09%	65
2024 Q2	$299K	Buy	4,104 +56	+1%	+$3.72K	0.09%	63
2024 Q1	$267K	Buy	4,048 +24	+0.6%	+$1.52K	0.09%	70
2023 Q4	$244K	Buy	4,024 +8	+0.2%	+$446	0.09%	60
2023 Q3	$208K	Buy	+4,016	New	+$218K	0.08%	70
2021 Q4	–	Sell	-1,904	Closed	-$95K	–	392
2021 Q3	$95K	Buy	+1,904	New	+$98.7K	0.03%	116

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

Guidance Point Advisors's VGT Position: Q1 2026 in Review

Guidance Point Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 4,072 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #72.

Guidance Point Advisors first reported a position in VGT in Q3 2021 and has held it in 12 quarters since. The position peaked at $396K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Guidance Point Advisors held 4,072 shares of Vanguard Information Technology ETF worth $357K as of Q1 2026.
Guidance Point Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.08% of Guidance Point Advisors's portfolio in Q1 2026, its #72 holding.
Guidance Point Advisors first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 12 quarters since.
Guidance Point Advisors's Vanguard Information Technology ETF position peaked at $396K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.