Mark Sheptoff Financial Planning’s Vanguard Information Technology ETF VGT Stock Holding History

Mark Sheptoff Financial Planning’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	$9.96K	Sell	83 -581	-88%	-$63.6K	0.01%	353
2026 Q1	$8.9K	Buy	664 +584	+730%	+$53.8K	﹤0.01%	363
2025 Q4	$7.85K	Hold	80	–	–	﹤0.01%	375
2025 Q3	$7.78K	Hold	80	–	–	﹤0.01%	367
2025 Q2	$6.91K	Hold	80	–	–	﹤0.01%	372
2025 Q1	$5.65K	Hold	80	–	–	﹤0.01%	365
2024 Q4	$6.48K	Hold	80	–	–	﹤0.01%	345
2024 Q3	$6.11K	Hold	80	–	–	﹤0.01%	349
2024 Q2	$6.01K	Hold	80	–	–	﹤0.01%	353
2024 Q1	$5.46K	Hold	80	–	–	﹤0.01%	328
2023 Q4	$5.04K	Hold	80	–	–	﹤0.01%	325
2023 Q3	$4.32K	Hold	80	–	–	﹤0.01%	310
2023 Q2	$4.61K	Buy	+80	New	+$4.02K	﹤0.01%	319
2019 Q3	–	Sell	-88	Closed	-$2K	–	392
2019 Q2	$2K	Hold	88	–	–	﹤0.01%	324
2019 Q1	$2K	Buy	+88	New	+$2.04K	﹤0.01%	327

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

Mark Sheptoff Financial Planning's VGT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Vanguard Information Technology ETF (VGT) stake by 88% in Q2 2026, selling an estimated $63.6K and leaving 83 shares worth $9.96K. The position accounts for 0.01% of the portfolio, ranked #353.

Mark Sheptoff Financial Planning first reported a position in VGT in Q1 2019 and has held it in 15 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Mark Sheptoff Financial Planning held 83 shares of Vanguard Information Technology ETF worth $9.96K as of Q2 2026.
Mark Sheptoff Financial Planning sold 581 Vanguard Information Technology ETF shares in Q2 2026, an estimated $63.6K.
Vanguard Information Technology ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #353 holding.
Mark Sheptoff Financial Planning first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 15 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.