Valeo Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.55M | Buy |
38,085
+549
| +1% | +$60.1K | 0.1% | 102 |
|
|
2026
Q1 | $3.27M | Sell |
37,536
-400
| -1% | -$36.8K | 0.08% | 116 |
|
|
2025
Q4 | $3.57M | Buy |
37,936
+656
| +2% | +$62.3K | 0.08% | 118 |
|
|
2025
Q3 | $3.48M | Buy |
37,280
+296
| +0.8% | +$25.9K | 0.08% | 114 |
|
|
2025
Q2 | $3.07M | Buy |
36,984
+8,592
| +30% | +$625K | 0.08% | 126 |
|
|
2025
Q1 | $1.93M | Sell |
28,392
-768
| -3% | -$57.9K | 0.05% | 164 |
|
|
2024
Q4 | $2.27M | Sell |
29,160
-568
| -2% | -$43.6K | 0.06% | 136 |
|
|
2024
Q3 | $2.18M | Sell |
29,728
-1,904
| -6% | -$135K | 0.06% | 143 |
|
|
2024
Q2 | $2.28M | Buy |
31,632
+10,896
| +53% | +$724K | 0.07% | 130 |
|
|
2024
Q1 | $1.28M | Buy |
20,736
+912
| +5% | +$57.8K | 0.05% | 194 |
|
|
2023
Q4 | $1.2M | Buy |
19,824
+1,040
| +6% | +$57.9K | 0.05% | 198 |
|
|
2023
Q3 | $974K | Buy |
18,784
+48
| +0.3% | +$2.61K | 0.04% | 212 |
|
|
2023
Q2 | $1.04M | Sell |
18,736
-13,456
| -42% | -$676K | 0.05% | 201 |
|
|
2023
Q1 | $1.55M | Buy |
32,192
+14,096
| +78% | +$623K | 0.07% | 156 |
|
|
2022
Q4 | $723K | Buy |
18,096
+1,664
| +10% | +$67.9K | 0.04% | 233 |
|
|
2022
Q3 | $631K | Sell |
16,432
-16
| -0.1% | -$704 | 0.04% | 226 |
|
|
2022
Q2 | $671K | Sell |
16,448
-16,800
| -51% | -$757K | 0.04% | 210 |
|
|
2022
Q1 | $1.73M | Buy |
33,248
+18,912
| +132% | +$970K | 0.09% | 133 |
|
|
2021
Q4 | $821K | Sell |
14,336
-56
| -0.4% | -$3.08K | 0.04% | 215 |
|
|
2021
Q3 | $722K | Sell |
14,392
-112
| -0.8% | -$5.8K | 0.04% | 231 |
|
|
2021
Q2 | $723K | Buy |
14,504
+304
| +2% | +$14.3K | 0.04% | 204 |
|
|
2021
Q1 | $636K | Sell |
14,200
-24
| -0.2% | -$1.08K | 0.03% | 235 |
|
|
2020
Q4 | $629K | Sell |
14,224
-152
| -1% | -$6.25K | 0.03% | 218 |
|
|
2020
Q3 | $560K | Sell |
14,376
-9,848
| -41% | -$371K | 0.05% | 174 |
|
|
2020
Q2 | $844K | Sell |
24,224
-6,424
| -21% | -$200K | 0.08% | 144 |
|
|
2020
Q1 | $853K | Buy |
30,648
+2,920
| +11% | +$88.5K | 0.09% | 132 |
|
|
2019
Q4 | $849K | Buy |
27,728
+1,696
| +7% | +$48.5K | 0.08% | 147 |
|
|
2019
Q3 | $699K | Sell |
26,032
-1,968
| -7% | -$53K | 0.08% | 147 |
|
|
2019
Q2 | $738K | Buy |
28,000
+6,856
| +32% | +$177K | 0.08% | 149 |
|
|
2019
Q1 | $530K | Sell |
21,144
-1,952
| -8% | -$45.3K | 0.06% | 170 |
|
|
2018
Q4 | $482K | Sell |
23,096
-3,744
| -14% | -$84.8K | 0.07% | 170 |
|
|
2018
Q3 | $622K | Sell |
26,840
-744
| -3% | -$18.1K | 0.08% | 158 |
|
|
2018
Q2 | $663K | Sell |
27,584
-80
| -0.3% | -$1.8K | 0.09% | 143 |
|
|
2018
Q1 | $591K | Sell |
27,664
-7,848
| -22% | -$171K | 0.09% | 136 |
|
|
2017
Q4 | $731K | Buy |
35,512
+20,296
| +133% | +$412K | 0.12% | 120 |
|
|
2017
Q3 | $289K | Buy |
+15,216
| New | +$282K | 0.07% | 171 |
|
Other funds holding VGT
PCH
Valeo Financial Advisors's VGT Position: Q2 2026 in Review
Valeo Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.5% in Q2 2026, buying an estimated $60.1K and bringing the position to 38,085 shares worth $4.55M. The position accounts for 0.1% of the portfolio, ranked #102.
Valeo Financial Advisors first reported a position in VGT in Q3 2017 and has held it in 36 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.
- Valeo Financial Advisors held 38,085 shares of Vanguard Information Technology ETF worth $4.55M as of Q2 2026.
- Valeo Financial Advisors bought 549 Vanguard Information Technology ETF shares in Q2 2026, an estimated $60.1K.
- Vanguard Information Technology ETF made up 0.1% of Valeo Financial Advisors's portfolio in Q2 2026, its #102 holding.
- Valeo Financial Advisors first reported a position in Vanguard Information Technology ETF in Q3 2017 and has held it in 36 quarters since.
- 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.