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

Proquility Private 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
2025
Q1 		$11.4M Sell
168,640
-22,400
-12% -$1.69M 3.52% 4
2024
Q4 		$14.8M Buy
191,040
+3,136
+2% +$241K 4.78% 3
2024
Q3 		$13.8M Sell
187,904
-9,320
-5% -$662K 4.41% 3
2024
Q2 		$14.2M Buy
197,224
+2,120
+1% +$141K 4.85% 3
2024
Q1 		$12.8M Sell
195,104
-5,256
-3% -$333K 4.38% 3
2023
Q4 		$12.1M Sell
200,360
-18,520
-8% -$1.03M 4.6% 3
2023
Q3 		$11.4M Sell
218,880
-5,152
-2% -$280K 4.66% 3
2023
Q2 		$12.4M Sell
224,032
-3,880
-2% -$195K 4.84% 3
2023
Q1 		$11M Sell
227,912
-25,168
-10% -$1.11M 4.36% 3
2022
Q4 		$10.1M Buy
253,080
+1,704
+0.7% +$69.5K 4.16% 4
2022
Q3 		$9.66M Buy
251,376
+2,760
+1% +$121K 4.44% 3
2022
Q2 		$10.1M Buy
248,616
+192
+0.1% +$8.65K 4.35% 3
2022
Q1 		$10.5M Buy
248,424
+2,968
+1% +$152K 4.38% 3
2021
Q4 		$12.9M Sell
245,456
-3,344
-1% -$184K 4.53% 3
2021
Q3 		$12.5M Sell
248,800
-34,024
-12% -$1.76M 4.72% 3
2021
Q2 		$14.1M Sell
282,824
-39,208
-12% -$1.85M 5.29% 3
2021
Q1 		$14.4M Buy
322,032
+2,960
+0.9% +$133K 5.76% 1
2020
Q4 		$14.1M Buy
+319,072
New +$13.1M 6.44% 1

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Proquility Private Wealth Partners's VGT Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 12% in Q1 2025, selling an estimated $1.69M and leaving 168,640 shares worth $11.4M. The position accounts for 3.52% of the portfolio, ranked #4.

Proquility Private Wealth Partners first reported a position in VGT in Q4 2020 and has held it in 18 quarters since. The position peaked at $14.8M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

  • Proquility Private Wealth Partners held 168,640 shares of Vanguard Information Technology ETF worth $11.4M as of Q1 2025.
  • Proquility Private Wealth Partners sold 22,400 Vanguard Information Technology ETF shares in Q1 2025, an estimated $1.69M.
  • Vanguard Information Technology ETF made up 3.52% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #4 holding.
  • Proquility Private Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's Vanguard Information Technology ETF position peaked at $14.8M in Q4 2024.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.