Alpha Financial 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
$1.32M Buy
1,990
+522
+36% +$346K 0.95% 16
2025
Q1
$796K Sell
1,468
-477
-25% -$259K 0.64% 25
2024
Q4
$1.21M Buy
+1,945
New +$1.21M 0.96% 16
2024
Q3
Sell
-3,779
Closed -$2.18M 155
2024
Q2
$2.18M Buy
+3,779
New +$2.18M 1.89% 12