Strategies Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Strategies Wealth Advisors’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	$1.05M	Sell	12,024 -1,048	-8%	-$96.5K	0.11%	62
2025 Q4	$1.23M	Sell	13,072 -312	-2%	-$29.6K	0.12%	54
2025 Q3	$1.25M	Buy	13,384 +32	+0.2%	+$2.8K	0.13%	49
2025 Q2	$1.11M	Sell	13,352 -8	-0.1%	-$582	0.12%	55
2025 Q1	$906K	Sell	13,360 -1,048	-7%	-$79K	0.11%	58
2024 Q4	$1.13M	Sell	14,408 -920	-6%	-$70.7K	0.14%	48
2024 Q3	$1.12M	Sell	15,328 -808	-5%	-$57.4K	0.15%	38
2024 Q2	$1.16M	Buy	16,136 +656	+4%	+$43.6K	0.17%	37
2024 Q1	$1.01M	Sell	15,480 -16	-0.1%	-$1.01K	0.16%	38
2023 Q4	$938K	Buy	15,496 +2,112	+16%	+$118K	0.16%	42
2023 Q3	$694K	Sell	13,384 -2,040	-13%	-$111K	0.14%	45
2023 Q2	$853K	Sell	15,424 -16	-0.1%	-$803	0.17%	43
2023 Q1	$744K	Sell	15,440 -224	-1%	-$9.9K	0.16%	42
2022 Q4	$625K	Buy	+15,664	New	+$639K	0.15%	46
2022 Q2	$664K	Buy	16,264 +696	+4%	+$31.4K	0.19%	50
2022 Q1	$811K	Sell	15,568 -480	-3%	-$24.6K	0.22%	45
2021 Q4	$919K	Buy	+16,048	New	+$881K	0.26%	42

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

Strategies Wealth Advisors's VGT Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 8% in Q1 2026, selling an estimated $96.5K and leaving 12,024 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #62.

Strategies Wealth Advisors first reported a position in VGT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Strategies Wealth Advisors held 12,024 shares of Vanguard Information Technology ETF worth $1.05M as of Q1 2026.
Strategies Wealth Advisors sold 1,048 Vanguard Information Technology ETF shares in Q1 2026, an estimated $96.5K.
Vanguard Information Technology ETF made up 0.11% of Strategies Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Strategies Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.25M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.