Accel Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
662
-84
| -11% | -$55.7K | 0.15% | 149 |
|
|
2025
Q1 | $405K | Sell |
746
-73
| -9% | -$39.6K | 0.15% | 141 |
|
|
2024
Q4 | $509K | Buy |
819
+160
| +24% | +$99.5K | 0.19% | 126 |
|
|
2024
Q3 | $387K | Buy |
659
+50
| +8% | +$29.3K | 0.14% | 155 |
|
|
2024
Q2 | $351K | Buy |
609
+117
| +24% | +$67.5K | 0.14% | 149 |
|
|
2024
Q1 | $258K | Sell |
492
-65
| -12% | -$34.1K | 0.11% | 176 |
|
|
2023
Q4 | $270K | Buy |
557
+26
| +5% | +$12.6K | 0.14% | 152 |
|
|
2023
Q3 | $220K | Buy |
+531
| New | +$220K | 0.12% | 151 |
|
|
2023
Q2 | – | Sell |
-465
| Closed | -$179K | – | 842 |
|
|
2023
Q1 | $179K | Hold |
465
| – | – | 0.07% | 234 |
|
|
2022
Q4 | $148K | Buy |
465
+1
| +0.2% | +$319 | 0.07% | 193 |
|
|
2022
Q3 | $152K | Hold |
464
| – | – | 0.08% | 193 |
|
|
2022
Q2 | $158K | Hold |
464
| – | – | 0.09% | 167 |
|
|
2022
Q1 | $193K | Sell |
464
-436
| -48% | -$181K | 0.1% | 160 |
|
|
2021
Q4 | $412K | Buy |
900
+178
| +25% | +$81.5K | 0.2% | 90 |
|
|
2021
Q3 | $290K | Buy |
722
+142
| +24% | +$57K | 0.19% | 93 |
|
|
2021
Q2 | $231K | Buy |
580
+160
| +38% | +$63.7K | 0.15% | 128 |
|
|
2021
Q1 | $151K | Sell |
420
-86
| -17% | -$30.9K | 0.12% | 165 |
|
|
2020
Q4 | $179K | Buy |
+506
| New | +$179K | 0.17% | 131 |
|