Acorn Financial Advisory Services’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
Q1
Sell
-333
Closed -$207K 208
2024
Q4
$207K Sell
333
-227
-41% -$141K 0.03% 197
2024
Q3
$328K Sell
560
-14
-2% -$8.21K 0.06% 152
2024
Q2
$331K Buy
574
+26
+5% +$15K 0.06% 147
2024
Q1
$287K Buy
548
+1
+0.2% +$524 0.05% 164
2023
Q4
$265K Sell
547
-1,478
-73% -$716K 0.05% 209
2023
Q3
$840K Buy
2,025
+647
+47% +$268K 0.15% 102
2023
Q2
$609K Buy
1,378
+744
+117% +$329K 0.11% 115
2023
Q1
$244K Buy
+634
New +$244K 0.05% 201