RVW Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

RVW Wealth’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 Q3	$566K	Sell	4,504 -56	-1%	-$6.65K	0.04%	112
2026 Q2	$545K	Hold	4,560	–	–	0.04%	109
2026 Q1	$398K	Hold	4,560	–	–	0.03%	123
2025 Q4	$430K	Hold	4,560	–	–	0.03%	120
2025 Q3	$426K	Hold	4,560	–	–	0.03%	122
2025 Q2	$378K	Buy	4,560 +56	+1%	+$4.07K	0.03%	121
2025 Q1	$305K	Sell	4,504 -2,000	-31%	-$151K	0.03%	129
2024 Q4	$506K	Hold	6,504	–	–	0.05%	89
2024 Q3	$477K	Hold	6,504	–	–	0.04%	95
2024 Q2	$469K	Hold	6,504	–	–	0.05%	93
2024 Q1	$426K	Hold	6,504	–	–	0.04%	96
2023 Q4	$393K	Sell	6,504 -352	-5%	-$19.6K	0.04%	101
2023 Q3	$356K	Sell	6,856 -8	-0.1%	-$435	0.04%	103
2023 Q2	$379K	Sell	6,864 -136	-2%	-$6.83K	0.04%	104
2023 Q1	$337K	Sell	7,000 -1,648	-19%	-$72.9K	0.04%	111
2022 Q4	$345K	Hold	8,648	–	–	0.04%	115
2022 Q3	$332K	Hold	8,648	–	–	0.05%	109
2022 Q2	$353K	Hold	8,648	–	–	0.05%	105
2022 Q1	$450K	Buy	8,648 +8	+0.1%	+$411	0.05%	97
2021 Q4	$495K	Buy	8,640 +1,648	+24%	+$90.5K	0.06%	93
2021 Q3	$0	Buy	+6,992	New	+$362K	﹤0.01%	119

Other funds holding VGT

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RVW Wealth's VGT Position: Q3 2026 in Review

RVW Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 1.2% in Q3 2026, selling an estimated $6.65K and leaving 4,504 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #112.

RVW Wealth first reported a position in VGT in Q3 2021 and has held it in 21 quarters since. 781 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

RVW Wealth held 4,504 shares of Vanguard Information Technology ETF worth $566K as of Q3 2026.
RVW Wealth sold 56 Vanguard Information Technology ETF shares in Q3 2026, an estimated $6.65K.
Vanguard Information Technology ETF made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #112 holding.
RVW Wealth first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 21 quarters since.
781 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.