Altus Wealth Management’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 | $1M | Sell |
1,513
-693
| -31% | -$460K | 0.48% | 12 |
|
|
2025
Q1 | $1.2M | Sell |
2,206
-36
| -2% | -$19.5K | 0.56% | 16 |
|
|
2024
Q4 | $1.39M | Buy |
2,242
+120
| +6% | +$74.6K | 0.62% | 17 |
|
|
2024
Q3 | $1.24M | Sell |
2,122
-20
| -0.9% | -$11.7K | 0.58% | 17 |
|
|
2024
Q2 | $1.23M | Buy |
2,142
+345
| +19% | +$199K | 0.59% | 16 |
|
|
2024
Q1 | $942K | Hold |
1,797
| – | – | 0.5% | 17 |
|
|
2023
Q4 | $870K | Hold |
1,797
| – | – | 0.52% | 14 |
|
|
2023
Q3 | $745K | Buy |
1,797
+1
| +0.1% | +$415 | 0.52% | 16 |
|
|
2023
Q2 | $794K | Sell |
1,796
-235
| -12% | -$104K | 0.63% | 11 |
|
|
2023
Q1 | $783K | Sell |
2,031
-250
| -11% | -$96.4K | 0.65% | 11 |
|
|
2022
Q4 | $729K | Buy |
2,281
+235
| +11% | +$75.1K | 0.64% | 11 |
|
|
2022
Q3 | $629K | Hold |
2,046
| – | – | 0.54% | 14 |
|
|
2022
Q2 | $668K | Hold |
2,046
| – | – | 0.52% | 16 |
|
|
2022
Q1 | $852K | Sell |
2,046
-8
| -0.4% | -$3.33K | 0.59% | 16 |
|
|
2021
Q4 | $941K | Hold |
2,054
| – | – | 0.56% | 16 |
|
|
2021
Q3 | $824K | Hold |
2,054
| – | – | 0.52% | 17 |
|
|
2021
Q2 | $819K | Sell |
2,054
-35
| -2% | -$14K | 0.53% | 18 |
|
|
2021
Q1 | $749K | Buy |
2,089
+1
| +0% | +$359 | 0.53% | 17 |
|
|
2020
Q4 | $739K | Sell |
2,088
-1
| -0% | -$354 | 0.57% | 16 |
|
|
2020
Q3 | $651K | Sell |
2,089
-526
| -20% | -$164K | 0.6% | 14 |
|
|
2020
Q2 | $729K | Buy |
2,615
+293
| +13% | +$81.7K | 0.81% | 10 |
|
|
2020
Q1 | $492K | Buy |
2,322
+345
| +17% | +$73.1K | 0.7% | 14 |
|
|
2019
Q4 | $484K | Buy |
+1,977
| New | +$484K | 0.47% | 17 |
|