Retirement Wealth Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Retirement Wealth Solutions’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 Q2	$89.9K	Hold	752	–	–	0.05%	81
2026 Q1	$65.6K	Hold	752	–	–	0.04%	84
2025 Q4	$70.9K	Hold	752	–	–	0.04%	80
2025 Q3	$70.2K	Sell	752 -264	-26%	-$23.1K	0.05%	76
2025 Q2	$84.2K	Sell	1,016 -432	-30%	-$31.4K	0.06%	66
2025 Q1	$98.2K	Sell	1,448 -384	-21%	-$28.9K	0.08%	55
2024 Q4	$140K	Buy	+1,832	New	+$141K	0.12%	49

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

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

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

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

PCH

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Retirement Wealth Solutions's VGT Position: Q2 2026 in Review

Retirement Wealth Solutions held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 752 shares worth $89.9K. The position accounts for 0.05% of the portfolio, ranked #81.

Retirement Wealth Solutions first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $140K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Retirement Wealth Solutions held 752 shares of Vanguard Information Technology ETF worth $89.9K as of Q2 2026.
Retirement Wealth Solutions left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #81 holding.
Retirement Wealth Solutions first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Vanguard Information Technology ETF position peaked at $140K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.