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 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 $1.37T 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

Leo H. Evart Inc's VGT Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2026: 15,496 shares worth $1.35M. The stake represents 1.16% of the portfolio and ranks #21 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VGT as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VGT in Q4 2021 and has held it in 9 quarters since. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Leo H. Evart Inc held 15,496 shares of Vanguard Information Technology ETF worth $1.35M as of Q1 2026.
Vanguard Information Technology ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Information Technology ETF made up 1.16% of Leo H. Evart Inc's portfolio in Q1 2026, its #21 holding.
Leo H. Evart Inc first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 9 quarters since.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.