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Perfromance Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Perfromance Wealth Partners’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 		$876K Sell
10,040
-96
-0.9% -$8.84K 0.03% 90
2025
Q4 		$955K Buy
10,136
+184
+2% +$17.5K 0.03% 82
2025
Q3 		$929K Sell
9,952
-688
-6% -$60.1K 0.03% 82
2025
Q2 		$882K Buy
10,640
+1,064
+11% +$77.4K 0.03% 75
2025
Q1 		$649K Buy
9,576
+1,016
+12% +$76.5K 0.02% 79
2024
Q4 		$665K Buy
8,560
+64
+0.8% +$4.92K 0.02% 83
2024
Q3 		$623K Buy
8,496
+376
+5% +$26.7K 0.02% 88
2024
Q2 		$585K Sell
8,120
-224
-3% -$14.9K 0.02% 80
2024
Q1 		$547K Buy
8,344
+88
+1% +$5.58K 0.02% 91
2023
Q4 		$499K Hold
8,256
– – 0.02% 103
2023
Q3 		$428K Sell
8,256
-320
-4% -$17.4K 0.02% 115
2023
Q2 		$470K Hold
8,576
– – 0.02% 121
2023
Q1 		$413K Sell
8,576
-2,216
-21% -$98K 0.02% 122
2022
Q4 		$431K Buy
10,792
+832
+8% +$33.9K 0.03% 110
2022
Q3 		$383K Buy
9,960
+3,088
+45% +$136K 0.02% 113
2022
Q2 		$281K Hold
6,872
– – 0.02% 132
2022
Q1 		$358K Hold
6,872
– – 0.02% 126
2021
Q4 		$394K Buy
+6,872
New +$377K 0.02% 130

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

Perfromance Wealth Partners's VGT Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 0.95% in Q1 2026, selling an estimated $8.84K and leaving 10,040 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #90.

Perfromance Wealth Partners first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $955K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Perfromance Wealth Partners held 10,040 shares of Vanguard Information Technology ETF worth $876K as of Q1 2026.
  • Perfromance Wealth Partners sold 96 Vanguard Information Technology ETF shares in Q1 2026, an estimated $8.84K.
  • Vanguard Information Technology ETF made up 0.03% of Perfromance Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Vanguard Information Technology ETF position peaked at $955K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.