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

Transform 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
2025 Q1	$1.1M	Sell	16,160 -736	-4%	-$55.5K	0.07%	137
2024 Q4	$1.31M	Buy	+16,896	New	+$1.3M	0.07%	133
2020 Q4	–	Sell	-56,672	Closed	-$2.21M	–	229
2020 Q3	$2.21M	Sell	56,672 -6,064	-10%	-$228K	0.36%	76
2020 Q2	$2.19M	Buy	+62,736	New	+$1.96M	0.37%	73
2020 Q1	–	Sell	-110,872	Closed	-$3.39M	–	239
2019 Q4	$3.39M	Sell	110,872 -7,320	-6%	-$210K	0.54%	68
2019 Q3	$3.19M	Sell	118,192 -96,960	-45%	-$2.61M	0.57%	69
2019 Q2	$5.67M	Buy	+215,152	New	+$5.55M	0.83%	34

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transform Wealth's VGT Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 4.4% in Q1 2025, selling an estimated $55.5K and leaving 16,160 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #137.

Transform Wealth first reported a position in VGT in Q2 2019 and has held it in 7 quarters since. The position peaked at $5.67M in Q2 2019. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Transform Wealth held 16,160 shares of Vanguard Information Technology ETF worth $1.1M as of Q1 2025.
Transform Wealth sold 736 Vanguard Information Technology ETF shares in Q1 2025, an estimated $55.5K.
Vanguard Information Technology ETF made up 0.07% of Transform Wealth's portfolio in Q1 2025, its #137 holding.
Transform Wealth first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 7 quarters since.
Transform Wealth's Vanguard Information Technology ETF position peaked at $5.67M in Q2 2019.
1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.