Keystone Wealth Services’s Vanguard Information Technology ETF VGT Stock Holding History

Keystone Wealth Services’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	$494K	Buy	4,132 +4	+0.1%	+$438	0.09%	202
2026 Q1	$360K	Hold	4,128	–	–	0.08%	225
2025 Q4	$389K	Buy	4,128 +168	+4%	+$16K	0.08%	179
2025 Q3	$369K	Buy	3,960 +8	+0.2%	+$699	0.08%	220
2025 Q2	$328K	Sell	3,952 -2,360	-37%	-$172K	0.08%	219
2025 Q1	$428K	Buy	6,312 +2,096	+50%	+$158K	0.12%	168
2024 Q4	$327K	Buy	4,216 +8	+0.2%	+$614	0.09%	196
2024 Q3	$309K	Buy	4,208 +1,208	+40%	+$85.8K	0.09%	203
2024 Q2	$216K	Buy	+3,000	New	+$199K	0.07%	219

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

Keystone Wealth Services's VGT Position: Q2 2026 in Review

Keystone Wealth Services increased its Vanguard Information Technology ETF (VGT) stake by 0.1% in Q2 2026, buying an estimated $438 and bringing the position to 4,132 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #202.

Keystone Wealth Services first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Keystone Wealth Services held 4,132 shares of Vanguard Information Technology ETF worth $494K as of Q2 2026.
Keystone Wealth Services bought 4 Vanguard Information Technology ETF shares in Q2 2026, an estimated $438.
Vanguard Information Technology ETF made up 0.09% of Keystone Wealth Services's portfolio in Q2 2026, its #202 holding.
Keystone Wealth Services first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.