Accretive Wealth Partners’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
$803K Hold
1,211
0.26% 94
2025
Q1
$677K Buy
1,211
+19
+2% +$10.6K 0.24% 99
2024
Q4
$741K Hold
1,192
0.31% 94
2024
Q3
$699K Sell
1,192
-43
-3% -$25.2K 0.29% 99
2024
Q2
$712K Sell
1,235
-38
-3% -$21.9K 0.3% 95
2024
Q1
$649K Buy
1,273
+19
+2% +$9.68K 0.29% 100
2023
Q4
$607K Sell
1,254
-25
-2% -$12.1K 0.29% 99
2023
Q3
$531K Hold
1,279
0.32% 89
2023
Q2
$566K Sell
1,279
-26
-2% -$11.5K 0.34% 86
2023
Q1
$503K Hold
1,305
0.32% 89
2022
Q4
$417K Hold
1,305
0.29% 88
2022
Q3
$401K Hold
1,305
0.31% 90
2022
Q2
$426K Hold
1,305
0.31% 87
2022
Q1
$544K Hold
1,305
0.34% 89
2021
Q4
$598K Sell
1,305
-90
-6% -$41.2K 0.38% 88
2021
Q3
$560K Hold
1,395
0.4% 89
2021
Q2
$556K Buy
+1,395
New +$556K 0.4% 88