Pines Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Pines Wealth Management’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	$1.77M	Buy	20,288 +2,160	+12%	+$199K	0.57%	38
2025 Q4	$1.71M	Hold	18,128	–	–	0.55%	40
2025 Q3	$1.69M	Sell	18,128 -80	-0.4%	-$6.99K	0.57%	40
2025 Q2	$1.53M	Buy	18,208 +688	+4%	+$50K	0.54%	39
2025 Q1	$1.03M	Buy	17,520 +3,576	+26%	+$269K	0.48%	55
2024 Q4	$1.07M	Buy	+13,944	New	+$1.07M	0.47%	53

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pines Wealth Management's VGT Position: Q1 2026 in Review

Pines Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 12% in Q1 2026, buying an estimated $199K and bringing the position to 20,288 shares worth $1.77M. The position accounts for 0.57% of the portfolio, ranked #38.

Pines Wealth Management first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Pines Wealth Management held 20,288 shares of Vanguard Information Technology ETF worth $1.77M as of Q1 2026.
Pines Wealth Management bought 2,160 Vanguard Information Technology ETF shares in Q1 2026, an estimated $199K.
Vanguard Information Technology ETF made up 0.57% of Pines Wealth Management's portfolio in Q1 2026, its #38 holding.
Pines Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.