Philip James Wealth Mangement’s Vanguard Information Technology ETF VGT Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-2,264	Closed	-$213K	–	171
2025 Q4	$213K	Hold	2,264	–	–	0.02%	167
2025 Q3	$211K	Sell	2,264 -392	-15%	-$34.3K	0.02%	174
2025 Q2	$220K	Buy	+2,656	New	+$193K	0.03%	162
2025 Q1	–	Sell	-2,648	Closed	-$206K	–	187
2024 Q4	$206K	Buy	+2,648	New	+$203K	0.03%	166

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Philip James Wealth Mangement's VGT Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 2,264 shares — an estimated $213K sold.

Philip James Wealth Mangement first reported a position in VGT in Q4 2024 and held it in 4 quarters. The position peaked at $220K in Q2 2025. 1,991 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Philip James Wealth Mangement reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 2,264 Vanguard Information Technology ETF shares in Q1 2026, an estimated $213K.
Philip James Wealth Mangement first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 4 quarters.
Philip James Wealth Mangement's Vanguard Information Technology ETF position peaked at $220K in Q2 2025.
1,991 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.