Lloyd Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Lloyd Advisory 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	–	Sell	-552	Closed	-$48.1K	–	1001
2026 Q1	$48.1K	Buy	552 +352	+176%	+$32.4K	0.01%	277
2025 Q4	$18.9K	Buy	+200	New	+$19K	0.01%	342
2024 Q1	–	Sell	-29,736	Closed	-$1.8M	–	185
2023 Q4	$1.8M	Buy	+29,736	New	+$1.66M	0.85%	25
2022 Q2	–	Sell	-58,624	Closed	-$3.05M	–	539
2022 Q1	$3.05M	Buy	+58,624	New	+$3.01M	1.42%	18
2021 Q4	–	Sell	-8	Closed	–	–	464
2021 Q3	$0	Hold	8	–	–	﹤0.01%	421
2021 Q2	$0	Sell	8 -8	-50%	-$377	﹤0.01%	427
2021 Q1	$1K	Sell	16 -54,864	-100%	-$2.47M	﹤0.01%	365
2020 Q4	$2.43M	Buy	54,880 +54,848	+171,400%	+$2.26M	1.33%	16
2020 Q3	$1K	Sell	32 -37,776	-100%	-$1.42M	﹤0.01%	315
2020 Q2	$1.32M	Buy	+37,808	New	+$1.18M	0.83%	17
2020 Q1	–	Sell	-1,048	Closed	-$32K	–	403
2019 Q4	$32K	Buy	+1,048	New	+$30K	0.03%	164

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

Lloyd Advisory Services's VGT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 552 shares — an estimated $48.1K sold.

Lloyd Advisory Services first reported a position in VGT in Q4 2019 and held it in 11 quarters. The position peaked at $3.05M in Q1 2022. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Lloyd Advisory Services reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 552 Vanguard Information Technology ETF shares in Q2 2026, an estimated $48.1K.
Lloyd Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2019 and held it in 11 quarters.
Lloyd Advisory Services's Vanguard Information Technology ETF position peaked at $3.05M in Q1 2022.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.