Allen Mooney & Barnes Investment Advisors’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 | $354K | Sell |
533
-18
| -3% | -$11.9K | 0.06% | 120 |
|
2025
Q1 | $299K | Sell |
551
-162
| -23% | -$87.9K | 0.05% | 128 |
|
2024
Q4 | $443K | Hold |
713
| – | – | 0.07% | 109 |
|
2024
Q3 | $418K | Hold |
713
| – | – | 0.07% | 110 |
|
2024
Q2 | $411K | Hold |
713
| – | – | 0.07% | 115 |
|
2024
Q1 | $374K | Hold |
713
| – | – | 0.07% | 124 |
|
2023
Q4 | $345K | Hold |
713
| – | – | 0.07% | 122 |
|
2023
Q3 | $296K | Hold |
713
| – | – | 0.06% | 119 |
|
2023
Q2 | $315K | Buy |
+713
| New | +$315K | 0.07% | 114 |
|
2022
Q2 | – | Sell |
-596
| Closed | -$248K | – | 154 |
|
2022
Q1 | $248K | Buy |
+596
| New | +$248K | 0.06% | 136 |
|