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

SIMA 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 Q4	–	Sell	-480	Closed	-$44.8K	–	161
2025 Q3	$44.8K	Hold	480	–	–	0.03%	79
2025 Q2	$39.8K	Hold	480	–	–	0.03%	81
2025 Q1	$32.5K	Sell	480 -288	-38%	-$21.7K	0.03%	99
2024 Q4	$59.7K	Hold	768	–	–	0.05%	85
2024 Q3	$56.3K	Hold	768	–	–	0.05%	83
2024 Q2	$55.4K	Buy	+768	New	+$51.1K	0.05%	80

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

SIMA Wealth Partners's VGT Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Vanguard Information Technology ETF (VGT) in Q4 2025, closing a stake of 480 shares — an estimated $44.8K sold.

SIMA Wealth Partners first reported a position in VGT in Q2 2024 and held it in 6 quarters. The position peaked at $59.7K in Q4 2024. 2,022 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

SIMA Wealth Partners reported no remaining Vanguard Information Technology ETF position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 480 Vanguard Information Technology ETF shares in Q4 2025, an estimated $44.8K.
SIMA Wealth Partners first reported a position in Vanguard Information Technology ETF in Q2 2024 and held it in 6 quarters.
SIMA Wealth Partners's Vanguard Information Technology ETF position peaked at $59.7K in Q4 2024.
2,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.