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

IAG 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
2026 Q2	$96.6K	Buy	808 +80	+11%	+$8.76K	0.01%	171
2026 Q1	$63.5K	Hold	728	–	–	0.01%	193
2025 Q4	$68.6K	Sell	728 -256	-26%	-$24.3K	0.01%	185
2025 Q3	$91.8K	Hold	984	–	–	0.01%	166
2025 Q2	$81.6K	Hold	984	–	–	0.01%	165
2025 Q1	$66.7K	Hold	984	–	–	0.01%	176
2024 Q4	$76.5K	Sell	984 -232	-19%	-$17.8K	0.01%	163
2024 Q3	$89.2K	Sell	1,216 -24	-2%	-$1.71K	0.02%	141
2024 Q2	$89.4K	Sell	1,240 -352	-22%	-$23.4K	0.02%	126
2024 Q1	$104K	Hold	1,592	–	–	0.02%	118
2023 Q4	$96.3K	Buy	1,592 +584	+58%	+$32.5K	0.02%	109
2023 Q3	$52.3K	Buy	1,008 +656	+186%	+$35.7K	0.01%	149
2023 Q2	$19.5K	Sell	352 -576	-62%	-$28.9K	0.01%	245
2023 Q1	$44.7K	Buy	928 +576	+164%	+$25.5K	0.01%	150
2022 Q4	$14.1K	Hold	352	–	–	﹤0.01%	253
2022 Q3	$14K	Sell	352 -984	-74%	-$43.3K	﹤0.01%	241
2022 Q2	$55K	Buy	+1,336	New	+$60.2K	0.02%	121
2021 Q4	–	Sell	-136	Closed	-$7K	–	428
2021 Q3	$7K	Buy	+136	New	+$7.05K	﹤0.01%	304
2020 Q4	–	Sell	-216	Closed	-$9K	–	364
2020 Q3	$9K	Buy	+216	New	+$8.13K	﹤0.01%	236

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

IAG Wealth Partners's VGT Position: Q2 2026 in Review

IAG Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 11% in Q2 2026, buying an estimated $8.76K and bringing the position to 808 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #171.

IAG Wealth Partners first reported a position in VGT in Q3 2020 and has held it in 19 quarters since. The position peaked at $104K in Q1 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

IAG Wealth Partners held 808 shares of Vanguard Information Technology ETF worth $96.6K as of Q2 2026.
IAG Wealth Partners bought 80 Vanguard Information Technology ETF shares in Q2 2026, an estimated $8.76K.
Vanguard Information Technology ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #171 holding.
IAG Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 19 quarters since.
IAG Wealth Partners's Vanguard Information Technology ETF position peaked at $104K in Q1 2024.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.