Leo H. Evart Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Leo H. Evart Inc’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	$1.78M	Sell	14,893 -603	-4%	-$66K	1.41%	22
2026 Q1	$1.35M	Buy	+15,496	New	+$1.43M	1.16%	21
2023 Q3	$700K	Sell	13,488 -88	-0.6%	-$4.79K	1.07%	19
2023 Q2	$750K	Sell	13,576 -192	-1%	-$9.64K	1.04%	19
2023 Q1	$663K	Sell	13,768 -392	-3%	-$17.3K	0.97%	19
2022 Q4	$565K	Buy	14,160 +72	+0.5%	+$2.94K	0.86%	19
2022 Q3	$541K	Sell	14,088 -56	-0.4%	-$2.46K	0.82%	18
2022 Q2	$577K	Buy	14,144 +104	+0.7%	+$4.68K	0.7%	19
2022 Q1	$731K	Buy	14,040 +296	+2%	+$15.2K	0.76%	20
2021 Q4	$787K	Buy	+13,744	New	+$755K	0.77%	20

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

Leo H. Evart Inc's VGT Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Vanguard Information Technology ETF (VGT) stake by 3.9% in Q2 2026, selling an estimated $66K and leaving 14,893 shares worth $1.78M. The position accounts for 1.41% of the portfolio, ranked #22.

Leo H. Evart Inc first reported a position in VGT in Q4 2021 and has held it in 10 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Leo H. Evart Inc held 14,893 shares of Vanguard Information Technology ETF worth $1.78M as of Q2 2026.
Leo H. Evart Inc sold 603 Vanguard Information Technology ETF shares in Q2 2026, an estimated $66K.
Vanguard Information Technology ETF made up 1.41% of Leo H. Evart Inc's portfolio in Q2 2026, its #22 holding.
Leo H. Evart Inc first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 10 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.