LWA
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LifeGoal Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

LifeGoal Wealth Advisors’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
-3,088
Closed -$291K – 116
2025
Q4 		$291K Buy
3,088
+616
+25% +$58.5K 0.19% 60
2025
Q3 		$231K Hold
2,472
– – 0.19% 65
2025
Q2 		$205K Buy
+2,472
New +$180K 0.19% 63

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifeGoal Wealth Advisors's VGT Position: Q1 2026 in Review

LifeGoal Wealth Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 3,088 shares — an estimated $291K sold.

LifeGoal Wealth Advisors first reported a position in VGT in Q2 2025 and held it in 3 quarters. The position peaked at $291K in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • LifeGoal Wealth Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 3,088 Vanguard Information Technology ETF shares in Q1 2026, an estimated $291K.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 3 quarters.
  • LifeGoal Wealth Advisors's Vanguard Information Technology ETF position peaked at $291K in Q4 2025.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.