Spectrum Wealth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Spectrum Wealth Advisory Group’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	$271K	Hold	3,112	–	–	0.1%	52
2025 Q4	$293K	Buy	3,112 +8	+0.3%	+$760	0.11%	49
2025 Q3	$290K	Hold	3,104	–	–	0.12%	53
2025 Q2	$257K	Buy	3,104 +8	+0.3%	+$582	0.12%	53
2025 Q1	$210K	Buy	3,096 +16	+0.5%	+$1.21K	0.1%	55
2024 Q4	$239K	Buy	3,080 +8	+0.3%	+$614	0.11%	52
2024 Q3	$225K	Buy	3,072 +8	+0.3%	+$569	0.13%	42
2024 Q2	$221K	Hold	3,064	–	–	0.24%	32
2024 Q1	$201K	Buy	+3,064	New	+$194K	0.23%	31
2020 Q4	–	Sell	-7,168	Closed	-$278K	–	43
2020 Q3	$278K	Buy	+7,168	New	+$270K	0.18%	38

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

Spectrum Wealth Advisory Group's VGT Position: Q1 2026 in Review

Spectrum Wealth Advisory Group held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,112 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #52.

Spectrum Wealth Advisory Group first reported a position in VGT in Q3 2020 and has held it in 10 quarters since. The position peaked at $293K in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Spectrum Wealth Advisory Group held 3,112 shares of Vanguard Information Technology ETF worth $271K as of Q1 2026.
Spectrum Wealth Advisory Group left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.1% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #52 holding.
Spectrum Wealth Advisory Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 10 quarters since.
Spectrum Wealth Advisory Group's Vanguard Information Technology ETF position peaked at $293K in Q4 2025.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.