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

Outlook 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 		$786K Sell
9,008
-8,320
-48% -$766K 0.19% 117
2025
Q4 		$1.63M Buy
17,328
+1,040
+6% +$98.8K 0.37% 54
2025
Q3 		$1.52M Buy
16,288
+160
+1% +$14K 0.38% 57
2025
Q2 		$1.34M Hold
16,128
– – 0.34% 54
2025
Q1 		$1.09M Buy
16,128
+112
+0.7% +$8.44K 0.3% 62
2024
Q4 		$1.24M Buy
16,016
+64
+0.4% +$4.92K 0.36% 55
2024
Q3 		$1.17M Buy
15,952
+2,456
+18% +$175K 0.34% 56
2024
Q2 		$973K Hold
13,496
– – 0.3% 64
2024
Q1 		$885K Sell
13,496
-1,808
-12% -$115K 0.27% 75
2023
Q4 		$926K Sell
15,304
-8
-0.1% -$446 0.32% 63
2023
Q3 		$794K Sell
15,312
-72
-0.5% -$3.92K 0.3% 76
2023
Q2 		$850K Sell
15,384
-3,072
-17% -$154K 0.32% 76
2023
Q1 		$889K Buy
18,456
+2,368
+15% +$105K 0.4% 61
2022
Q4 		$642K Buy
16,088
+1,984
+14% +$81K 0.31% 86
2022
Q3 		$542K Sell
14,104
-14,968
-51% -$658K 0.24% 103
2022
Q2 		$1.19M Sell
29,072
-3,416
-11% -$154K 0.49% 53
2022
Q1 		$1.69M Buy
32,488
+160
+0.5% +$8.21K 0.57% 37
2021
Q4 		$1.85M Buy
32,328
+176
+0.5% +$9.66K 0.54% 40
2021
Q3 		$1.61M Sell
32,152
-176
-0.5% -$9.12K 0.53% 46
2021
Q2 		$1.61M Sell
32,328
-1,904
-6% -$89.8K 0.52% 48
2021
Q1 		$1.53M Buy
34,232
+3,056
+10% +$137K 0.53% 48
2020
Q4 		$1.38M Sell
31,176
-4,768
-13% -$196K 0.5% 54
2020
Q3 		$1.4M Sell
35,944
-728
-2% -$27.4K 0.56% 50
2020
Q2 		$1.28M Buy
+36,672
New +$1.14M 0.54% 49

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

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

Outlook Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 48% in Q1 2026, selling an estimated $766K and leaving 9,008 shares worth $786K. The position accounts for 0.19% of the portfolio, ranked #117.

Outlook Wealth Advisors first reported a position in VGT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.85M in Q4 2021. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Outlook Wealth Advisors held 9,008 shares of Vanguard Information Technology ETF worth $786K as of Q1 2026.
  • Outlook Wealth Advisors sold 8,320 Vanguard Information Technology ETF shares in Q1 2026, an estimated $766K.
  • Vanguard Information Technology ETF made up 0.19% of Outlook Wealth Advisors's portfolio in Q1 2026, its #117 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 24 quarters since.
  • Outlook Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.85M in Q4 2021.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.