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

Premier Path 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	$2.13M	Sell	24,472 -1,624	-6%	-$150K	0.28%	84
2025 Q4	$2.46M	Sell	26,096 -12,944	-33%	-$1.23M	0.32%	73
2025 Q3	$3.64M	Sell	39,040 -1,144	-3%	-$100K	0.47%	44
2025 Q2	$3.33M	Sell	40,184 -1,096	-3%	-$79.7K	0.46%	46
2025 Q1	$2.8M	Sell	41,280 -352	-0.8%	-$26.5K	0.44%	51
2024 Q4	$3.24M	Sell	41,632 -912	-2%	-$70K	0.49%	44
2024 Q3	$3.12M	Buy	42,544 +1,456	+4%	+$103K	0.49%	43
2024 Q2	$2.96M	Buy	41,088 +9,464	+30%	+$629K	0.5%	40
2024 Q1	$2.07M	Sell	31,624 -12,232	-28%	-$775K	0.39%	63
2023 Q4	$2.64M	Buy	+43,856	New	+$2.44M	0.58%	36

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

Premier Path Wealth Partners's VGT Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 6.2% in Q1 2026, selling an estimated $150K and leaving 24,472 shares worth $2.13M. The position accounts for 0.28% of the portfolio, ranked #84.

Premier Path Wealth Partners first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.64M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Premier Path Wealth Partners held 24,472 shares of Vanguard Information Technology ETF worth $2.13M as of Q1 2026.
Premier Path Wealth Partners sold 1,624 Vanguard Information Technology ETF shares in Q1 2026, an estimated $150K.
Vanguard Information Technology ETF made up 0.28% of Premier Path Wealth Partners's portfolio in Q1 2026, its #84 holding.
Premier Path Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Vanguard Information Technology ETF position peaked at $3.64M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.