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Strategic Planning Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Strategic Planning Inc’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 		– Sell
-2,232
Closed -$210K – 62
2025
Q4 		$210K Buy
+2,232
New +$212K 0.11% 51

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PCH
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Strategic Planning Inc's VGT Position: Q1 2026 in Review

Strategic Planning Inc sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 2,232 shares — an estimated $210K sold.

Strategic Planning Inc first reported a position in VGT in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 1,988 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Strategic Planning Inc reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Inc sold 2,232 Vanguard Information Technology ETF shares in Q1 2026, an estimated $210K.
  • Strategic Planning Inc first reported a position in Vanguard Information Technology ETF in Q4 2025 and held it in 1 quarter.
  • Strategic Planning Inc's Vanguard Information Technology ETF position peaked at $210K in Q4 2025.
  • 1,988 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.