NewSquare Capital’s Vanguard Information Technology ETF VGT Stock Holding History

NewSquare Capital’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 Q2	–	Hold	0	–	–	–	1232
2025 Q1	–	Hold	0	–	–	–	1119
2024 Q4	–	Hold	0	–	–	–	861
2024 Q3	–	Hold	0	–	–	–	299
2024 Q2	–	Sell	-64	Closed	-$4.25K	–	314
2024 Q1	$4.37K	Hold	64	–	–	﹤0.01%	304
2023 Q4	$3.87K	Sell	64 -912	-93%	-$50.8K	﹤0.01%	337
2023 Q3	$50.6K	Buy	976 +912	+1,425%	+$49.6K	0.01%	194
2023 Q2	$3.54K	Hold	64	–	–	﹤0.01%	458
2023 Q1	$3.08K	Buy	+64	New	+$2.83K	﹤0.01%	516
2020 Q4	–	Sell	-712	Closed	-$28K	–	388
2020 Q3	$28K	Buy	+712	New	+$26.8K	﹤0.01%	188
2020 Q1	–	Sell	-88	Closed	-$3K	–	402
2019 Q4	$3K	Buy	+88	New	+$2.52K	﹤0.01%	277
2018 Q2	–	Sell	-1,960	Closed	-$42K	–	351
2018 Q1	$42K	Buy	+1,960	New	+$42.8K	0.01%	162

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

NewSquare Capital's VGT Position: Q2 2025 in Review

NewSquare Capital held its Vanguard Information Technology ETF (VGT) position steady in Q2 2025 at 0 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

NewSquare Capital first reported a position in VGT in Q1 2018 and has held it in 8 quarters since. The position peaked at $50.6K in Q3 2023. 1,783 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

NewSquare Capital held 0 shares of Vanguard Information Technology ETF worth $223 as of Q2 2025.
NewSquare Capital left its Vanguard Information Technology ETF share count unchanged in Q2 2025.
Vanguard Information Technology ETF made up ﹤0.01% of NewSquare Capital's portfolio in Q2 2025, its #1232 holding.
NewSquare Capital first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 8 quarters since.
NewSquare Capital's Vanguard Information Technology ETF position peaked at $50.6K in Q3 2023.
1,783 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.