RCS Financial Planning’s Vanguard Information Technology ETF VGT Stock Holding History

RCS Financial Planning’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	-3,968	Closed	-$374K	–	111
2025 Q4	$374K	Sell	3,968 -584	-13%	-$55.5K	0.16%	75
2025 Q3	$425K	Hold	4,552	–	–	0.19%	70
2025 Q2	$377K	Buy	4,552 +136	+3%	+$9.89K	0.19%	64
2025 Q1	$300K	Sell	4,416 -1,904	-30%	-$143K	0.16%	68
2024 Q4	$491K	Buy	6,320 +1,728	+38%	+$133K	0.26%	53
2024 Q3	$337K	Hold	4,592	–	–	0.19%	60
2024 Q2	$332K	Sell	4,592 -32	-0.7%	-$2.13K	0.2%	61
2024 Q1	$303K	Sell	4,624 -112	-2%	-$7.1K	0.19%	62
2023 Q4	$287K	Buy	+4,736	New	+$264K	0.19%	57

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

RCS Financial Planning's VGT Position: Q1 2026 in Review

RCS Financial Planning sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 3,968 shares — an estimated $374K sold.

RCS Financial Planning first reported a position in VGT in Q4 2023 and held it in 9 quarters. The position peaked at $491K in Q4 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

RCS Financial Planning reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
RCS Financial Planning sold 3,968 Vanguard Information Technology ETF shares in Q1 2026, an estimated $374K.
RCS Financial Planning first reported a position in Vanguard Information Technology ETF in Q4 2023 and held it in 9 quarters.
RCS Financial Planning's Vanguard Information Technology ETF position peaked at $491K in Q4 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.