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

TritonPoint 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
2026 Q1	$2.13M	Sell	24,416 -32	-0.1%	-$2.95K	0.23%	93
2025 Q4	$2.3M	Sell	24,448 -656	-3%	-$62.3K	0.23%	92
2025 Q3	$2.34M	Hold	25,104	–	–	0.2%	108
2025 Q2	$2.08M	Buy	25,104 +48	+0.2%	+$3.49K	0.19%	113
2025 Q1	$1.7M	Buy	25,056 +4,000	+19%	+$301K	0.16%	124
2024 Q4	$1.64M	Buy	21,056 +736	+4%	+$56.5K	0.15%	123
2024 Q3	$1.49M	Sell	20,320 -496	-2%	-$35.2K	0.14%	129
2024 Q2	$1.5M	Buy	20,816 +1,448	+7%	+$96.3K	0.14%	126
2024 Q1	$1.05M	Buy	19,368 +1,944	+11%	+$123K	0.11%	141
2023 Q4	$1.05M	Buy	+17,424	New	+$971K	0.1%	147

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

TritonPoint Wealth's VGT Position: Q1 2026 in Review

TritonPoint Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 0.13% in Q1 2026, selling an estimated $2.95K and leaving 24,416 shares worth $2.13M. The position accounts for 0.23% of the portfolio, ranked #93.

TritonPoint Wealth first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q3 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

TritonPoint Wealth held 24,416 shares of Vanguard Information Technology ETF worth $2.13M as of Q1 2026.
TritonPoint Wealth sold 32 Vanguard Information Technology ETF shares in Q1 2026, an estimated $2.95K.
Vanguard Information Technology ETF made up 0.23% of TritonPoint Wealth's portfolio in Q1 2026, its #93 holding.
TritonPoint Wealth first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Vanguard Information Technology ETF position peaked at $2.34M in Q3 2025.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.