AIA

Allied Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Sell	1,966 -221	-10%	-$147K	0.23%	47
2025 Q1	$1.19M	Hold	2,187	–	–	0.22%	46
2024 Q4	$1.36M	Hold	2,187	–	–	0.27%	41
2024 Q3	$1.28M	Hold	2,187	–	–	0.25%	41
2024 Q2	$1.26M	Hold	2,187	–	–	0.3%	36
2024 Q1	$1.15M	Buy	2,187 +16	+0.7%	+$8.39K	0.28%	38
2023 Q4	$1.05M	Sell	2,171 -178	-8%	-$86.2K	0.29%	38
2023 Q3	$975K	Hold	2,349	–	–	0.29%	40
2023 Q2	$1.04M	Hold	2,349	–	–	0.3%	37
2023 Q1	$905K	Hold	2,349	–	–	0.28%	38
2022 Q4	$750K	Hold	2,349	–	–	0.23%	41
2022 Q3	$722K	Sell	2,349 -54	-2%	-$16.6K	0.27%	39
2022 Q2	$785K	Hold	2,403	–	–	0.28%	37
2022 Q1	$1M	Buy	2,403 +425	+21%	+$177K	0.33%	37
2021 Q4	$906K	Hold	1,978	–	–	0.31%	36
2021 Q3	$794K	Sell	1,978 -35	-2%	-$14.1K	0.3%	37
2021 Q2	$803K	Sell	2,013 -5	-0.2%	-$2K	0.3%	37
2021 Q1	$723K	Sell	2,018 -482	-19%	-$173K	0.31%	36
2020 Q4	$884K	Buy	2,500 +39	+2%	+$13.8K	0.42%	33
2020 Q3	$766K	Sell	2,461 -14	-0.6%	-$4.36K	0.41%	34
2020 Q2	$690K	Sell	2,475 -45	-2%	-$12.5K	0.4%	34
2020 Q1	$534K	Sell	2,520 -30	-1%	-$6.36K	0.39%	34
2019 Q4	$624K	Sell	2,550 -485	-16%	-$119K	0.37%	33
2019 Q3	$654K	Hold	3,035	–	–	0.42%	32
2019 Q2	$640K	Hold	3,035	–	–	0.43%	32
2019 Q1	$609K	Sell	3,035 -170	-5%	-$34.1K	0.42%	33
2018 Q4	$535K	Sell	3,205 -1,010	-24%	-$169K	0.44%	32
2018 Q3	$854K	Sell	4,215 -1,069	-20%	-$217K	0.63%	29
2018 Q2	$959K	Sell	5,284 -2,727	-34%	-$495K	0.78%	29
2018 Q1	$1.37M	Sell	8,011 -30,810	-79%	-$5.27M	1.13%	27
2017 Q4	$6.4M	Buy	+38,821	New	+$6.4M	5.39%	3