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

Rolek 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 Q2	$2.37M	Sell	19,850 -1,782	-8%	-$195K	1.33%	5
2026 Q1	$1.89M	Sell	21,632 -504	-2%	-$46.4K	1.35%	5
2025 Q4	$2.09M	Sell	22,136 -184	-0.8%	-$17.5K	1.43%	5
2025 Q3	$2.08M	Sell	22,320 -2,008	-8%	-$175K	1.56%	5
2025 Q2	$2.02M	Sell	24,328 -2,352	-9%	-$171K	1.74%	4
2025 Q1	$1.75M	Sell	26,680 -192	-0.7%	-$14.5K	1.82%	4
2024 Q4	$2.09M	Buy	+26,872	New	+$2.06M	1.64%	4

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

Rolek Wealth Management's VGT Position: Q2 2026 in Review

Rolek Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 8.2% in Q2 2026, selling an estimated $195K and leaving 19,850 shares worth $2.37M. The position accounts for 1.33% of the portfolio, ranked #5.

Rolek Wealth Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. 2,179 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Rolek Wealth Management held 19,850 shares of Vanguard Information Technology ETF worth $2.37M as of Q2 2026.
Rolek Wealth Management sold 1,782 Vanguard Information Technology ETF shares in Q2 2026, an estimated $195K.
Vanguard Information Technology ETF made up 1.33% of Rolek Wealth Management's portfolio in Q2 2026, its #5 holding.
Rolek Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
2,179 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Rolek Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.