Marcum Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Marcum Wealth’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
2025 Q1	$607K	Sell	8,960 -592	-6%	-$44.6K	0.05%	168
2024 Q4	$742K	Sell	9,552 -800	-8%	-$61.4K	0.06%	146
2024 Q3	$759K	Sell	10,352 -352	-3%	-$25K	0.07%	141
2024 Q2	$771K	Buy	10,704 +472	+5%	+$31.4K	0.08%	131
2024 Q1	$671K	Hold	10,232	–	–	0.07%	146
2023 Q4	$619K	Hold	10,232	–	–	0.07%	153
2023 Q3	$531K	Buy	10,232 +80	+0.8%	+$4.35K	0.06%	162
2023 Q2	$561K	Buy	10,152 +320	+3%	+$16.1K	0.07%	154
2023 Q1	$474K	Sell	9,832 -56	-0.6%	-$2.48K	0.06%	185
2022 Q4	$395K	Buy	9,888 +4,280	+76%	+$175K	0.05%	199
2022 Q3	$215K	Buy	+5,608	New	+$247K	0.03%	293

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marcum Wealth's VGT Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 6.2% in Q1 2025, selling an estimated $44.6K and leaving 8,960 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #168.

Marcum Wealth first reported a position in VGT in Q3 2022 and has held it in 11 quarters since. The position peaked at $771K in Q2 2024. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Marcum Wealth held 8,960 shares of Vanguard Information Technology ETF worth $607K as of Q1 2025.
Marcum Wealth sold 592 Vanguard Information Technology ETF shares in Q1 2025, an estimated $44.6K.
Vanguard Information Technology ETF made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #168 holding.
Marcum Wealth first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 11 quarters since.
Marcum Wealth's Vanguard Information Technology ETF position peaked at $771K in Q2 2024.
1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.