Lee Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Lee Financial’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	–	Sell	-5,560	Closed	-$524K	–	154
2025 Q4	$524K	Hold	5,560	–	–	0.07%	98
2025 Q3	$519K	Hold	5,560	–	–	0.07%	112
2025 Q2	$461K	Hold	5,560	–	–	0.07%	100
2025 Q1	$377K	Hold	5,560	–	–	0.06%	112
2024 Q4	$432K	Buy	+5,560	New	+$427K	0.06%	121
2024 Q1	–	Sell	-448	Closed	-$27.1K	–	794
2023 Q4	$27.1K	Hold	448	–	–	﹤0.01%	280
2023 Q3	$23.2K	Buy	+448	New	+$24.4K	﹤0.01%	287
2023 Q2	–	Sell	-400	Closed	-$19.3K	–	834
2023 Q1	$19.3K	Buy	400 +360	+900%	+$15.9K	﹤0.01%	315
2022 Q4	$1.6K	Hold	40	–	–	﹤0.01%	734
2022 Q3	$2K	Sell	40 -40	-50%	-$1.76K	﹤0.01%	713
2022 Q2	$3K	Buy	80 +40	+100%	+$1.8K	﹤0.01%	649
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	687
2021 Q4	$2K	Buy	+40	New	+$2.2K	﹤0.01%	795
2020 Q2	–	Sell	-200	Closed	-$5K	–	552
2020 Q1	$5K	Buy	+200	New	+$6.06K	﹤0.01%	382
2018 Q3	–	Sell	-2,656	Closed	-$60K	–	720
2018 Q2	$60K	Buy	2,656 +632	+31%	+$14.2K	0.01%	253
2018 Q1	$43K	Buy	+2,024	New	+$44.2K	0.01%	272

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's VGT Position: Q1 2026 in Review

Lee Financial sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 5,560 shares — an estimated $524K sold.

Lee Financial first reported a position in VGT in Q1 2018 and held it in 16 quarters. The position peaked at $524K in Q4 2025. 1,983 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Lee Financial reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Lee Financial sold 5,560 Vanguard Information Technology ETF shares in Q1 2026, an estimated $524K.
Lee Financial first reported a position in Vanguard Information Technology ETF in Q1 2018 and held it in 16 quarters.
Lee Financial's Vanguard Information Technology ETF position peaked at $524K in Q4 2025.
1,983 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.